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 6-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 | $46,369 | $60,892-23.9% | $82,389-43.7% | $84,808-45.3% |
| Participation rate | 71.0% | 63.3%+7.7pp | 69.5%+1.4pp | 68.3%+2.7pp |
| Annual return | 17.97% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,671 | $1,779+50.1% | $2,517+6.1% | $2,631+1.5% |
| Participant deferral / active EE | $3,896 | $3,179+22.6% | $4,155-6.2% | $4,212-7.5% |
| Admin fee / account holder | $7,618 | $5,467+39.3% | $7,231+5.4% | $7,344+3.7% |