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 | $54,357 | $109,413-50.3% | $156,263-65.2% | $84,808-35.9% |
| Participation rate | 74.5% | 72.7%+1.8pp | 78.9%-4.4pp | 68.3%+6.2pp |
| Annual return | 13.11% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,340 | $2,907-19.5% | $4,333-46.0% | $2,631-11.0% |
| Participant deferral / active EE | $3,105 | $4,590-32.4% | $6,158-49.6% | $4,212-26.3% |
| Admin fee / account holder | $1,828 | $9,357-80.5% | $14,255-87.2% | $7,344-75.1% |