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 | $58,102 | $80,968-28.2% | $96,544-39.8% | $75,163-22.7% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 24.14% | 27.06%-2.9pp | 25.84%-1.7pp | 160.62%-136.5pp |
| Employer contribution / active EE | $2,835 | $2,282+24.2% | $2,965-4.4% | $2,670+6.2% |
| Participant deferral / active EE | $5,812 | $3,928+48.0% | $4,851+19.8% | $4,125+40.9% |
| Admin fee / account holder | $453 | $6,724-93.3% | $8,252-94.5% | $5,651-92.0% |