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 9-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 | $54,273 | $72,492-25.1% | $87,100-37.7% | $72,985-25.6% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 22.54% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,979 | $1,894+4.5% | $2,521-21.5% | $2,440-18.9% |
| Participant deferral / active EE | $2,334 | $3,270-28.6% | $4,049-42.4% | $3,607-35.3% |
| Admin fee / account holder | $5,201 | $5,055+2.9% | $7,497-30.6% | $5,124+1.5% |