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 | $55,280 | $78,422-29.5% | $95,952-42.4% | $79,858-30.8% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 18.09% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,896 | $1,945-2.5% | $2,541-25.4% | $2,471-23.3% |
| Participant deferral / active EE | $3,528 | $3,440+2.5% | $4,167-15.3% | $3,740-5.7% |
| Admin fee / account holder | $2,800 | $5,622-50.2% | $6,795-58.8% | $5,306-47.2% |