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 | $51,059 | $148,978-65.7% | $200,582-74.5% | $84,808-39.8% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 15.94% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,106 | $4,815-56.3% | $6,419-67.2% | $2,631-19.9% |
| Participant deferral / active EE | $3,419 | $7,142-52.1% | $9,331-63.4% | $4,212-18.8% |
| Admin fee / account holder | $4,896 | $13,977-65.0% | $16,305-70.0% | $7,344-33.3% |