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 | $52,929 | $81,248-34.9% | $155,509-66.0% | $80,856-34.5% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 10.83% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,308 | $3,100-25.6% | $4,672-50.6% | $2,755-16.2% |
| Participant deferral / active EE | $7,204 | $3,452+108.7% | $5,626+28.1% | $4,296+67.7% |
| Admin fee / account holder | $12,893 | $7,997+61.2% | $15,912-19.0% | $6,918+86.4% |