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 | $30,554 | $80,717-62.1% | $154,803-80.3% | $84,808-64.0% |
| Participation rate | 77.0% | 66.8%+10.2pp | 78.1%-1.0pp | 68.3%+8.7pp |
| Annual return | 22.50% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,230 | $2,761-55.4% | $4,305-71.4% | $2,631-53.2% |
| Participant deferral / active EE | $5,031 | $3,303+52.3% | $5,540-9.2% | $4,212+19.4% |
| Admin fee / account holder | $2,060 | $6,746-69.5% | $14,329-85.6% | $7,344-71.9% |