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 | $52,119 | $80,968-35.6% | $96,544-46.0% | $75,163-30.7% |
| Participation rate | 85.4% | 71.8%+13.6pp | 76.0%+9.4pp | 67.2%+18.2pp |
| Annual return | 22.11% | 27.06%-5.0pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $676 | $2,282-70.4% | $2,965-77.2% | $2,670-74.7% |
| Participant deferral / active EE | $2,705 | $3,928-31.1% | $4,851-44.2% | $4,125-34.4% |
| Admin fee / account holder | $819 | $6,724-87.8% | $8,252-90.1% | $5,651-85.5% |