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 | $51,923 | $64,480-19.5% | $81,382-36.2% | $80,856-35.8% |
| Participation rate | 93.8% | 63.9%+29.9pp | 69.5%+24.3pp | 67.6%+26.1pp |
| Annual return | 12.64% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,763 | $1,978+39.6% | $2,463+12.2% | $2,755+0.3% |
| Participant deferral / active EE | $5,078 | $3,094+64.1% | $3,883+30.8% | $4,296+18.2% |
| Admin fee / account holder | $4,515 | $5,671-20.4% | $5,768-21.7% | $6,918-34.7% |