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 | $56,210 | $73,933-24.0% | $96,683-41.9% | $75,163-25.2% |
| Participation rate | 85.9% | 66.4%+19.5pp | 74.3%+11.6pp | 67.2%+18.7pp |
| Annual return | 21.16% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,018 | $2,928+3.1% | $3,737-19.2% | $2,670+13.1% |
| Participant deferral / active EE | $4,626 | $3,659+26.4% | $4,878-5.2% | $4,125+12.1% |
| Admin fee / account holder | $3,853 | $5,216-26.1% | $6,730-42.7% | $5,651-31.8% |