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 | $50,621 | $80,717-37.3% | $154,803-67.3% | $84,808-40.3% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,084 | $2,761+11.7% | $4,305-28.4% | $2,631+17.2% |
| Participant deferral / active EE | $2,881 | $3,303-12.8% | $5,540-48.0% | $4,212-31.6% |
| Admin fee / account holder | $498 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |