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 | $50,158 | $43,327+15.8% | $59,878-16.2% | $64,186-21.9% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | 9.01% | -1.55%+10.6pp | 3.46%+5.5pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,693 | $2,028+32.8% | $2,722-1.0% | $2,381+13.1% |
| Participant deferral / active EE | $3,961 | $2,546+55.6% | $3,402+16.4% | $3,470+14.2% |
| Admin fee / account holder | $920 | $3,005-69.4% | $3,590-74.4% | $4,888-81.2% |