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 | $53,146 | $102,828-48.3% | $105,387-49.6% | $152,861-65.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 17.56% | 20.85%-3.3pp | 26.82%-9.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,423 | $4,473-45.8% | $4,213-42.5% | $4,762-49.1% |
| Participant deferral / active EE | $3,739 | $5,465-31.6% | $5,502-32.0% | $5,850-36.1% |
| Admin fee / account holder | $5,272 | $8,683-39.3% | $6,559-19.6% | $11,596-54.5% |