See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,072 | $82,882-32.3% | $127,761-56.1% | $72,985-23.2% |
| Participation rate | 82.1% | 71.5%+10.6pp | 79.0%+3.1pp | 69.5%+12.6pp |
| Annual return | 18.68% | 32.20%-13.5pp | 26.14%-7.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $931 | $3,346-72.2% | $4,574-79.6% | $2,440-61.8% |
| Participant deferral / active EE | $3,070 | $4,791-35.9% | $6,021-49.0% | $3,607-14.9% |
| Admin fee / account holder | $6,971 | $6,487+7.5% | $9,395-25.8% | $5,124+36.0% |