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 | $52,133 | $135,952-61.7% | $123,892-57.9% | $273,961-81.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.38% | 56.63%-44.3pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,557 | $5,170-50.5% | $4,617-44.6% | $4,869-47.5% |
| Participant deferral / active EE | $8,983 | $6,343+41.6% | $5,984+50.1% | $5,287+69.9% |
| Admin fee / account holder | $2,667 | $9,817-72.8% | $8,357-68.1% | $10,132-73.7% |