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 | $54,192 | $80,717-32.9% | $154,803-65.0% | $84,808-36.1% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 25.62% | 37.96%-12.3pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $1,581 | $2,761-42.8% | $4,305-63.3% | $2,631-39.9% |
| Participant deferral / active EE | $5,603 | $3,303+69.6% | $5,540+1.1% | $4,212+33.0% |
| Admin fee / account holder | $5,763 | $6,746-14.6% | $14,329-59.8% | $7,344-21.5% |