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 | $50,191 | $127,065-60.5% | $113,168-55.6% | $142,382-64.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 12.16% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,647 | $3,442+5.9% | $2,975+22.6% | $4,299-15.2% |
| Participant deferral / active EE | $6,532 | $5,716+14.3% | $5,107+27.9% | $6,507+0.4% |
| Admin fee / account holder | $18,790 | $15,736+19.4% | $12,068+55.7% | $12,624+48.9% |