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 | $54,461 | $140,940-61.4% | $112,229-51.5% | $139,434-60.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.52% | 32.71%-21.2pp | 30.20%-18.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,302 | $4,283-46.3% | $3,430-32.9% | $4,751-51.5% |
| Participant deferral / active EE | $2,936 | $5,874-50.0% | $4,798-38.8% | $6,710-56.2% |
| Admin fee / account holder | $6,645 | $9,954-33.2% | $7,748-14.2% | $11,403-41.7% |