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 | $51,756 | $49,227+5.1% | $70,449-26.5% | $79,858-35.2% |
| Participation rate | 98.4% | 69.2%+29.2pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 21.66% | 30.06%-8.4pp | 109.03%-87.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,386 | $2,099-34.0% | $2,737-49.4% | $2,471-43.9% |
| Participant deferral / active EE | $1,876 | $2,768-32.2% | $3,709-49.4% | $3,740-49.9% |
| Admin fee / account holder | $836 | $2,878-71.0% | $3,845-78.3% | $5,306-84.3% |