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 | $52,397 | $86,929-39.7% | $102,423-48.8% | $80,856-35.2% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 21.49% | 18.88%+2.6pp | 29.32%-7.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,230 | $2,369+36.3% | $3,023+6.8% | $2,755+17.3% |
| Participant deferral / active EE | $3,262 | $4,118-20.8% | $5,053-35.4% | $4,296-24.1% |
| Admin fee / account holder | $919 | $8,049-88.6% | $9,451-90.3% | $6,918-86.7% |