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 | $53,944 | $76,367-29.4% | $93,606-42.4% | $72,985-26.1% |
| Participation rate | 71.9% | 71.7%+0.1pp | 75.8%-4.0pp | 69.5%+2.4pp |
| Annual return | 21.20% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,222 | $2,275-46.3% | $2,718-55.0% | $2,440-49.9% |
| Participant deferral / active EE | $2,112 | $3,538-40.3% | $4,069-48.1% | $3,607-41.4% |
| Admin fee / account holder | $1,250 | $6,838-81.7% | $7,888-84.2% | $5,124-75.6% |