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 | $55,180 | $95,803-42.4% | $113,168-51.2% | $84,808-34.9% |
| Participation rate | 82.9% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.6pp |
| Annual return | 17.28% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,223 | $2,360-5.8% | $2,975-25.3% | $2,631-15.5% |
| Participant deferral / active EE | $4,088 | $4,242-3.6% | $5,107-20.0% | $4,212-2.9% |
| Admin fee / account holder | $2,465 | $8,989-72.6% | $12,068-79.6% | $7,344-66.4% |