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 | $56,778 | $72,277-21.4% | $101,248-43.9% | $79,858-28.9% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 24.36% | 22.30%+2.1pp | 46.47%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,665 | $2,692-1.0% | $3,660-27.2% | $2,471+7.9% |
| Participant deferral / active EE | $5,167 | $3,282+57.5% | $4,370+18.2% | $3,740+38.2% |
| Admin fee / account holder | $626 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |