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 | $57,851 | $148,978-61.2% | $200,582-71.2% | $84,808-31.8% |
| Participation rate | 87.3% | 84.2%+3.1pp | 86.9%+0.4pp | 68.3%+19.0pp |
| Annual return | 16.24% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,289 | $4,815-52.5% | $6,419-64.3% | $2,631-13.0% |
| Participant deferral / active EE | $8,215 | $7,142+15.0% | $9,331-12.0% | $4,212+95.1% |
| Admin fee / account holder | $2,754 | $13,977-80.3% | $16,305-83.1% | $7,344-62.5% |