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 6-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 | $56,987 | $109,413-47.9% | $156,263-63.5% | $84,808-32.8% |
| Participation rate | 80.6% | 72.7%+7.9pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 16.90% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,170 | $2,907-25.3% | $4,333-49.9% | $2,631-17.5% |
| Participant deferral / active EE | $4,594 | $4,590+0.1% | $6,158-25.4% | $4,212+9.1% |
| Admin fee / account holder | $7,909 | $9,357-15.5% | $14,255-44.5% | $7,344+7.7% |