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 | $52,443 | $65,685-20.2% | $57,179-8.3% | $273,961-80.9% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 6.44% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,132 | $3,279+26.0% | $2,682+54.0% | $4,869-15.1% |
| Participant deferral / active EE | $6,200 | $3,782+63.9% | $3,096+100.3% | $5,287+17.3% |
| Admin fee / account holder | $3,422 | $4,835-29.2% | $3,139+9.0% | $10,132-66.2% |