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 5-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 | $65,062 | $81,460-20.1% | $103,333-37.0% | $80,856-19.5% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 12.49% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,838 | $3,105-40.8% | $3,868-52.5% | $2,755-33.3% |
| Participant deferral / active EE | $2,882 | $3,869-25.5% | $5,057-43.0% | $4,296-32.9% |
| Admin fee / account holder | $2,330 | $6,566-64.5% | $8,355-72.1% | $6,918-66.3% |