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 | $53,192 | $56,423-5.7% | $77,163-31.1% | $71,457-25.6% |
| Participation rate | 70.2% | 64.3%+5.9pp | 69.6%+0.6pp | 67.9%+2.3pp |
| Annual return | 15.31% | 19.05%-3.7pp | 37.87%-22.6pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,820 | $1,866+51.1% | $2,535+11.3% | $2,588+9.0% |
| Participant deferral / active EE | $4,290 | $3,142+36.5% | $3,833+11.9% | $4,2890% |
| Admin fee / account holder | $7,888 | $1,429+452.0% | $5,472+44.1% | $1,587+396.9% |