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 | $50,538 | $117,983-57.2% | $101,794-50.4% | $142,382-64.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.84% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,136 | $2,773+13.1% | $2,289+37.0% | $4,299-27.1% |
| Participant deferral / active EE | $5,294 | $4,714+12.3% | $4,084+29.6% | $6,507-18.6% |
| Admin fee / account holder | $4,126 | $10,433-60.5% | $8,777-53.0% | $12,624-67.3% |