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 | $57,523 | $74,927-23.2% | $101,794-43.5% | $84,808-32.2% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,316 | $1,522-13.5% | $2,289-42.5% | $2,631-50.0% |
| Participant deferral / active EE | $2,741 | $3,099-11.6% | $4,084-32.9% | $4,212-34.9% |
| Admin fee / account holder | $5,209 | $6,514-20.0% | $8,777-40.7% | $7,344-29.1% |