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 | $58,131 | $109,413-46.9% | $156,263-62.8% | $84,808-31.5% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 17.81% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,071 | $2,907-28.8% | $4,333-52.2% | $2,631-21.3% |
| Participant deferral / active EE | $3,600 | $4,590-21.6% | $6,158-41.5% | $4,212-14.5% |
| Admin fee / account holder | $2,632 | $9,357-71.9% | $14,255-81.5% | $7,344-64.2% |