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 | $57,591 | $94,338-39.0% | $100,534-42.7% | $142,382-59.6% |
| Participation rate | 88.2% | 81.7%+6.5pp | 80.6%+7.6pp | 80.1%+8.1pp |
| Annual return | 14.31% | 29.20%-14.9pp | 32.66%-18.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,497 | $4,237-64.7% | $4,346-65.5% | $4,299-65.2% |
| Participant deferral / active EE | $4,277 | $5,934-27.9% | $6,144-30.4% | $6,507-34.3% |
| Admin fee / account holder | $1,568 | $8,421-81.4% | $7,654-79.5% | $12,624-87.6% |