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 | $50,774 | $135,952-62.7% | $123,892-59.0% | $273,961-81.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,841 | $5,170-64.4% | $4,617-60.1% | $4,869-62.2% |
| Participant deferral / active EE | $8,061 | $6,343+27.1% | $5,984+34.7% | $5,287+52.5% |
| Admin fee / account holder | $2,666 | $9,817-72.8% | $8,357-68.1% | $10,132-73.7% |