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 | $57,623 | $91,190-36.8% | $178,490-67.7% | $79,858-27.8% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 26.56% | 24.19%+2.4pp | 151.07%-124.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $2,246 | $3,256-31.0% | $5,011-55.2% | $2,471-9.1% |
| Participant deferral / active EE | $3,268 | $3,236+1.0% | $5,202-37.2% | $3,740-12.6% |
| Admin fee / account holder | $2,441 | $6,751-63.8% | $13,984-82.5% | $5,306-54.0% |