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 | $54,078 | $95,803-43.6% | $113,168-52.2% | $84,808-36.2% |
| Participation rate | 76.5% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.2pp |
| Annual return | 28.31% | 25.00%+3.3pp | 24.27%+4.0pp | 40.90%-12.6pp |
| Employer contribution / active EE | $1,417 | $2,360-40.0% | $2,975-52.4% | $2,631-46.1% |
| Participant deferral / active EE | $6,834 | $4,242+61.1% | $5,107+33.8% | $4,212+62.3% |
| Admin fee / account holder | $2,259 | $8,989-74.9% | $12,068-81.3% | $7,344-69.2% |