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 | $58,527 | $65,365-10.5% | $92,893-37.0% | $72,985-19.8% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.6pp |
| Annual return | 16.96% | 42.10%-25.1pp | 109.41%-92.5pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,125 | $2,594-18.1% | $3,653-41.8% | $2,440-12.9% |
| Participant deferral / active EE | $4,466 | $3,128+42.8% | $4,236+5.4% | $3,607+23.8% |
| Admin fee / account holder | $5,990 | $4,251+40.9% | $5,794+3.4% | $5,124+16.9% |