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 | $65,653 | $77,503-15.3% | $100,391-34.6% | $80,856-18.8% |
| Participation rate | 85.1% | 76.9%+8.1pp | 81.5%+3.6pp | 67.6%+17.4pp |
| Annual return | 32.54% | 37.20%-4.7pp | 49.20%-16.7pp | 35.59%-3.1pp |
| Employer contribution / active EE | $5,338 | $2,801+90.6% | $3,942+35.4% | $2,755+93.8% |
| Participant deferral / active EE | $11,688 | $6,820+71.4% | $8,082+44.6% | $4,296+172.1% |
| Admin fee / account holder | $3,613 | $5,897-38.7% | $7,899-54.3% | $6,918-47.8% |