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 | $55,638 | $95,803-41.9% | $113,168-50.8% | $84,808-34.4% |
| Participation rate | 92.8% | 72.9%+19.9pp | 76.6%+16.2pp | 68.3%+24.4pp |
| Annual return | 26.58% | 25.00%+1.6pp | 24.27%+2.3pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,808 | $2,360-23.4% | $2,975-39.2% | $2,631-31.3% |
| Participant deferral / active EE | $3,909 | $4,242-7.8% | $5,107-23.5% | $4,212-7.2% |
| Admin fee / account holder | $7,654 | $8,989-14.8% | $12,068-36.6% | $7,344+4.2% |