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 | $51,139 | $109,881-53.5% | $150,045-65.9% | $84,808-39.7% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 26.59% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,251 | $3,561-8.7% | $4,693-30.7% | $2,631+23.6% |
| Participant deferral / active EE | $6,641 | $6,636+0.1% | $7,997-17.0% | $4,212+57.7% |
| Admin fee / account holder | $771 | $8,568-91.0% | $13,435-94.3% | $7,344-89.5% |