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 | $56,680 | $95,803-40.8% | $113,168-49.9% | $84,808-33.2% |
| Participation rate | 77.9% | 72.9%+5.1pp | 76.6%+1.4pp | 68.3%+9.6pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,075 | $2,360-54.4% | $2,975-63.9% | $2,631-59.1% |
| Participant deferral / active EE | $3,613 | $4,242-14.8% | $5,107-29.3% | $4,212-14.2% |
| Admin fee / account holder | $1,107 | $8,989-87.7% | $12,068-90.8% | $7,344-84.9% |