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 | $55,781 | $80,717-30.9% | $154,803-64.0% | $84,808-34.2% |
| Participation rate | 78.9% | 66.8%+12.1pp | 78.1%+0.9pp | 68.3%+10.6pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,536 | $2,761-8.2% | $4,305-41.1% | $2,631-3.6% |
| Participant deferral / active EE | $3,998 | $3,303+21.0% | $5,540-27.8% | $4,212-5.1% |
| Admin fee / account holder | $2,374 | $6,746-64.8% | $14,329-83.4% | $7,344-67.7% |