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 9-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 | $59,155 | $95,803-38.3% | $113,168-47.7% | $84,808-30.2% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 17.53% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $886 | $2,360-62.5% | $2,975-70.2% | $2,631-66.3% |
| Participant deferral / active EE | $4,487 | $4,242+5.8% | $5,107-12.1% | $4,212+6.5% |
| Admin fee / account holder | $803 | $8,989-91.1% | $12,068-93.3% | $7,344-89.1% |