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 7-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 | $52,163 | $101,724-48.7% | $164,813-68.3% | $80,856-35.5% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.6%+4.2pp |
| Annual return | 13.79% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,822 | $2,953-4.4% | $4,341-35.0% | $2,755+2.5% |
| Participant deferral / active EE | $5,177 | $4,477+15.6% | $6,031-14.2% | $4,296+20.5% |
| Admin fee / account holder | $18,572 | $8,227+125.7% | $12,690+46.4% | $6,918+168.5% |