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 | $54,528 | $88,042-38.1% | $138,135-60.5% | $79,858-31.7% |
| Participation rate | 86.8% | 71.4%+15.3pp | 78.7%+8.1pp | 69.6%+17.1pp |
| Annual return | 10.06% | 20.58%-10.5pp | 20.51%-10.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,452 | $3,103-53.2% | $5,587-74.0% | $2,471-41.2% |
| Participant deferral / active EE | $3,511 | $4,704-25.4% | $6,431-45.4% | $3,740-6.1% |
| Admin fee / account holder | $5,195 | $7,791-33.3% | $11,856-56.2% | $5,306-2.1% |