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 | $60,280 | $89,753-32.8% | $107,525-43.9% | $84,808-28.9% |
| Participation rate | 76.1% | 68.1%+8.0pp | 75.1%+1.0pp | 68.3%+7.7pp |
| Annual return | 17.94% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,489 | $3,113-20.0% | $3,754-33.7% | $2,631-5.4% |
| Participant deferral / active EE | $5,305 | $4,056+30.8% | $5,116+3.7% | $4,212+26.0% |
| Admin fee / account holder | $5,534 | $7,222-23.4% | $8,919-37.9% | $7,344-24.6% |