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 | $52,242 | $49,915+4.7% | $154,803-66.3% | $74,304-29.7% |
| Participation rate | 83.8% | 54.0%+29.9pp | 78.1%+5.7pp | 60.3%+23.5pp |
| Annual return | 22.82% | 34.06%-11.2pp | 58.88%-36.1pp | 29.43%-6.6pp |
| Employer contribution / active EE | $370 | $1,611-77.0% | $4,305-91.4% | $2,241-83.5% |
| Participant deferral / active EE | $3,713 | $2,255+64.7% | $5,540-33.0% | $3,767-1.4% |
| Admin fee / account holder | $2,609 | $2,189+19.2% | $14,329-81.8% | $2,969-12.1% |