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 | $58,147 | $95,803-39.3% | $113,168-48.6% | $84,808-31.4% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,059 | $2,360-12.7% | $2,975-30.8% | $2,631-21.7% |
| Participant deferral / active EE | $3,952 | $4,242-6.8% | $5,107-22.6% | $4,212-6.2% |
| Admin fee / account holder | $2,939 | $8,989-67.3% | $12,068-75.6% | $7,344-60.0% |