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 | $51,806 | $45,073+14.9% | $69,455-25.4% | $72,985-29.0% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 20.70% | 22.65%-1.9pp | 28.97%-8.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,263 | $2,054-38.5% | $2,779-54.6% | $2,440-48.2% |
| Participant deferral / active EE | $1,281 | $2,602-50.8% | $3,535-63.8% | $3,607-64.5% |
| Admin fee / account holder | $332 | $3,056-89.1% | $3,839-91.3% | $5,124-93.5% |