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 | $55,766 | $80,968-31.1% | $96,544-42.2% | $75,163-25.8% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.1pp |
| Annual return | 18.73% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,538 | $2,282+11.2% | $2,965-14.4% | $2,670-4.9% |
| Participant deferral / active EE | $4,567 | $3,928+16.3% | $4,851-5.9% | $4,125+10.7% |
| Admin fee / account holder | $3,037 | $6,724-54.8% | $8,252-63.2% | $5,651-46.2% |