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 | $58,395 | $54,762+6.6% | $90,281-35.3% | $72,985-20.0% |
| Participation rate | 90.2% | 65.1%+25.0pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 26.11% | 30.63%-4.5pp | 78.10%-52.0pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,006 | $2,092+43.6% | $2,854+5.3% | $2,440+23.2% |
| Participant deferral / active EE | $3,920 | $2,887+35.8% | $3,885+0.9% | $3,607+8.7% |
| Admin fee / account holder | $5,460 | $3,972+37.5% | $5,351+2.0% | $5,124+6.5% |