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 | $50,821 | $59,839-15.1% | $81,983-38.0% | $79,858-36.4% |
| Participation rate | 74.3% | 61.6%+12.7pp | 69.2%+5.0pp | 69.6%+4.7pp |
| Annual return | 13.09% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,733 | $1,713+1.1% | $2,498-30.6% | $2,471-29.9% |
| Participant deferral / active EE | $3,828 | $2,695+42.0% | $3,722+2.8% | $3,740+2.3% |
| Admin fee / account holder | $640 | $4,287-85.1% | $5,664-88.7% | $5,306-87.9% |