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 | $49,148 | $72,492-32.2% | $87,100-43.6% | $72,985-32.7% |
| Participation rate | 73.5% | 72.8%+0.7pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 22.77% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,644 | $1,894-13.2% | $2,521-34.8% | $2,440-32.6% |
| Participant deferral / active EE | $4,513 | $3,270+38.0% | $4,049+11.5% | $3,607+25.1% |
| Admin fee / account holder | $3,403 | $5,055-32.7% | $7,497-54.6% | $5,124-33.6% |