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 | $51,104 | $49,227+3.8% | $70,449-27.5% | $79,858-36.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.11% | 30.06%-15.0pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,970 | $2,099-6.2% | $2,737-28.0% | $2,471-20.3% |
| Participant deferral / active EE | $2,544 | $2,768-8.1% | $3,709-31.4% | $3,740-32.0% |
| Admin fee / account holder | $2,991 | $2,878+3.9% | $3,845-22.2% | $5,306-43.6% |