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 | $52,611 | $81,460-35.4% | $103,333-49.1% | $80,856-34.9% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 14.62% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,074 | $3,105-33.2% | $3,868-46.4% | $2,755-24.7% |
| Participant deferral / active EE | $4,153 | $3,869+7.3% | $5,057-17.9% | $4,296-3.3% |
| Admin fee / account holder | $7,014 | $6,566+6.8% | $8,355-16.0% | $6,918+1.4% |