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 | $54,511 | $76,367-28.6% | $93,606-41.8% | $72,985-25.3% |
| Participation rate | 76.7% | 71.7%+5.0pp | 75.8%+0.9pp | 69.5%+7.2pp |
| Annual return | 19.33% | 25.82%-6.5pp | 32.76%-13.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $547 | $2,275-76.0% | $2,718-79.9% | $2,440-77.6% |
| Participant deferral / active EE | $3,133 | $3,538-11.5% | $4,069-23.0% | $3,607-13.2% |
| Admin fee / account holder | $3,236 | $6,838-52.7% | $7,888-59.0% | $5,124-36.8% |