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 | $53,347 | $109,881-51.5% | $150,045-64.4% | $84,808-37.1% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 24.49% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,911 | $3,561+9.8% | $4,693-16.7% | $2,631+48.6% |
| Participant deferral / active EE | $6,645 | $6,636+0.1% | $7,997-16.9% | $4,212+57.8% |
| Admin fee / account holder | $6,696 | $8,568-21.8% | $13,435-50.2% | $7,344-8.8% |