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 | $50,904 | $73,933-31.1% | $96,683-47.3% | $75,163-32.3% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 18.42% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,092 | $2,928-28.6% | $3,737-44.0% | $2,670-21.7% |
| Participant deferral / active EE | $4,483 | $3,659+22.5% | $4,878-8.1% | $4,125+8.7% |
| Admin fee / account holder | $366 | $5,216-93.0% | $6,730-94.6% | $5,651-93.5% |