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 | $54,972 | $69,977-21.4% | $108,579-49.4% | $62,891-12.6% |
| Participation rate | 73.9% | 72.9%+1.0pp | 79.6%-5.7pp | 69.3%+4.6pp |
| Annual return | 6.85% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,217 | $2,135+3.8% | $3,758-41.0% | $2,281-2.8% |
| Participant deferral / active EE | $4,456 | $3,165+40.8% | $4,311+3.4% | $3,203+39.1% |
| Admin fee / account holder | $610 | $5,076-88.0% | $7,645-92.0% | $4,296-85.8% |