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 | $54,490 | $43,327+25.8% | $59,878-9.0% | $64,186-15.1% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | 11.15% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $2,001 | $2,028-1.4% | $2,722-26.5% | $2,381-16.0% |
| Participant deferral / active EE | $2,394 | $2,546-6.0% | $3,402-29.6% | $3,470-31.0% |
| Admin fee / account holder | $1,958 | $3,005-34.8% | $3,590-45.5% | $4,888-59.9% |