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 | $51,542 | $89,753-42.6% | $107,525-52.1% | $84,808-39.2% |
| Participation rate | 86.3% | 68.1%+18.2pp | 75.1%+11.2pp | 68.3%+18.0pp |
| Annual return | 15.69% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,552 | $3,113-18.0% | $3,754-32.0% | $2,631-3.0% |
| Participant deferral / active EE | $4,421 | $4,056+9.0% | $5,116-13.6% | $4,212+5.0% |
| Admin fee / account holder | $419 | $7,222-94.2% | $8,919-95.3% | $7,344-94.3% |