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 | $57,145 | $109,413-47.8% | $156,263-63.4% | $84,808-32.6% |
| Participation rate | 79.7% | 72.7%+7.0pp | 78.9%+0.8pp | 68.3%+11.4pp |
| Annual return | 17.31% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,059 | $2,907+5.2% | $4,333-29.4% | $2,631+16.3% |
| Participant deferral / active EE | $5,065 | $4,590+10.4% | $6,158-17.8% | $4,212+20.3% |
| Admin fee / account holder | $5,818 | $9,357-37.8% | $14,255-59.2% | $7,344-20.8% |