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 | $62,302 | $95,803-35.0% | $113,168-44.9% | $84,808-26.5% |
| Participation rate | 78.2% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.9pp |
| Annual return | 14.60% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,255 | $2,360-46.8% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $3,152 | $4,242-25.7% | $5,107-38.3% | $4,212-25.2% |
| Admin fee / account holder | $1,141 | $8,989-87.3% | $12,068-90.5% | $7,344-84.5% |