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 | $56,472 | $78,422-28.0% | $95,952-41.1% | $79,858-29.3% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 29.18% | 19.37%+9.8pp | 91.61%-62.4pp | 31.71%-2.5pp |
| Employer contribution / active EE | $1,952 | $1,945+0.3% | $2,541-23.2% | $2,471-21.0% |
| Participant deferral / active EE | $4,323 | $3,440+25.7% | $4,167+3.7% | $3,740+15.6% |
| Admin fee / account holder | $4,568 | $5,622-18.8% | $6,795-32.8% | $5,306-13.9% |