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 | $54,911 | $74,927-26.7% | $101,794-46.1% | $84,808-35.3% |
| Participation rate | 72.9% | 61.4%+11.5pp | 69.2%+3.7pp | 68.3%+4.5pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $557 | $1,522-63.4% | $2,289-75.7% | $2,631-78.8% |
| Participant deferral / active EE | $4,585 | $3,099+47.9% | $4,084+12.3% | $4,212+8.9% |
| Admin fee / account holder | $12,594 | $6,514+93.3% | $8,777+43.5% | $7,344+71.5% |