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 | $60,576 | $163,101-62.9% | $136,749-55.7% | $142,382-57.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 16.45% | 27.54%-11.1pp | 24.33%-7.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,436 | $4,117-40.8% | $3,400-28.4% | $4,299-43.3% |
| Participant deferral / active EE | $3,439 | $5,585-38.4% | $4,692-26.7% | $6,507-47.1% |
| Admin fee / account holder | $3,468 | $14,318-75.8% | $11,386-69.5% | $12,624-72.5% |