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 5-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 | $35,623 | $100,326-64.5% | $180,183-80.2% | $84,808-58.0% |
| Participation rate | 76.9% | 71.0%+5.9pp | 77.4%-0.5pp | 68.3%+8.6pp |
| Annual return | 21.03% | 17.86%+3.2pp | 27.86%-6.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,411 | $3,269-26.3% | $5,039-52.2% | $2,631-8.4% |
| Participant deferral / active EE | $5,269 | $5,066+4.0% | $6,822-22.8% | $4,212+25.1% |
| Admin fee / account holder | $4,283 | $9,674-55.7% | $19,975-78.6% | $7,344-41.7% |