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 7-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 | $53,005 | $95,803-44.7% | $113,168-53.2% | $84,808-37.5% |
| Participation rate | 76.6% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.3pp |
| Annual return | 13.30% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,491 | $2,360+5.6% | $2,975-16.3% | $2,631-5.3% |
| Participant deferral / active EE | $6,292 | $4,242+48.3% | $5,107+23.2% | $4,212+49.4% |
| Admin fee / account holder | $6,308 | $8,989-29.8% | $12,068-47.7% | $7,344-14.1% |