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 | $49,491 | $79,944-38.1% | $98,439-49.7% | $75,163-34.2% |
| Participation rate | 70.0% | 70.4%-0.4pp | 75.2%-5.2pp | 67.2%+2.8pp |
| Annual return | 18.36% | 19.75%-1.4pp | 21.16%-2.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,319 | $2,264+2.4% | $3,048-23.9% | $2,670-13.1% |
| Participant deferral / active EE | $4,285 | $3,752+14.2% | $4,738-9.6% | $4,125+3.9% |
| Admin fee / account holder | $4,016 | $6,840-41.3% | $8,948-55.1% | $5,651-28.9% |