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 | $55,234 | $63,861-13.5% | $104,607-47.2% | $79,858-30.8% |
| Participation rate | 71.0% | 64.9%+6.0pp | 74.1%-3.1pp | 69.6%+1.3pp |
| Annual return | 13.34% | 21.30%-8.0pp | 340.46%-327.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,267 | $1,588-20.2% | $2,681-52.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,941 | $2,693+9.2% | $3,740-21.3% | $3,740-21.4% |
| Admin fee / account holder | $1,304 | $4,185-68.8% | $6,473-79.9% | $5,306-75.4% |