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 | $56,478 | $67,411-16.2% | $91,001-37.9% | $70,131-19.5% |
| Participation rate | 89.1% | 71.4%+17.7pp | 75.6%+13.5pp | 69.5%+19.5pp |
| Annual return | 17.62% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $889 | $1,786-50.2% | $2,456-63.8% | $2,342-62.0% |
| Participant deferral / active EE | $3,676 | $2,823+30.2% | $3,547+3.6% | $3,332+10.3% |
| Admin fee / account holder | $4,915 | $4,236+16.0% | $5,417-9.3% | $4,645+5.8% |