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 | $54,499 | $80,968-32.7% | $96,544-43.5% | $75,163-27.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 16.70% | 27.06%-10.4pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,661 | $2,282-27.2% | $2,965-44.0% | $2,670-37.8% |
| Participant deferral / active EE | $4,648 | $3,928+18.3% | $4,851-4.2% | $4,125+12.7% |
| Admin fee / account holder | $6,723 | $6,7240% | $8,252-18.5% | $5,651+19.0% |