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 | $51,289 | $63,355-19.0% | $91,989-44.2% | $72,985-29.7% |
| Participation rate | 89.3% | 72.5%+16.8pp | 78.6%+10.7pp | 69.5%+19.8pp |
| Annual return | 21.09% | 35.35%-14.3pp | 69.02%-47.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,129 | $2,116+0.6% | $3,452-38.3% | $2,440-12.7% |
| Participant deferral / active EE | $5,006 | $4,883+2.5% | $5,923-15.5% | $3,607+38.8% |
| Admin fee / account holder | $12,658 | $4,668+171.2% | $7,743+63.5% | $5,124+147.0% |