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 | $57,944 | $123,793-53.2% | $177,821-67.4% | $79,858-27.4% |
| Participation rate | 98.4% | 84.7%+13.7pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 28.79% | 22.82%+6.0pp | 48.32%-19.5pp | 31.71%-2.9pp |
| Employer contribution / active EE | $2,251 | $4,095-45.0% | $5,918-62.0% | $2,471-8.9% |
| Participant deferral / active EE | $4,011 | $5,956-32.7% | $7,714-48.0% | $3,740+7.2% |
| Admin fee / account holder | $1,245 | $7,243-82.8% | $12,427-90.0% | $5,306-76.5% |