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 | $52,580 | $95,803-45.1% | $113,168-53.5% | $84,808-38.0% |
| Participation rate | 85.1% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.8pp |
| Annual return | 21.84% | 25.00%-3.2pp | 24.27%-2.4pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,769 | $2,360+17.3% | $2,975-6.9% | $2,631+5.2% |
| Participant deferral / active EE | $7,773 | $4,242+83.2% | $5,107+52.2% | $4,212+84.6% |
| Admin fee / account holder | $2,015 | $8,989-77.6% | $12,068-83.3% | $7,344-72.6% |