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 | $51,633 | $58,828-12.2% | $77,999-33.8% | $62,891-17.9% |
| Participation rate | 76.2% | 71.1%+5.1pp | 75.5%+0.7pp | 69.3%+6.9pp |
| Annual return | 6.62% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,840 | $1,672+10.0% | $2,470-25.5% | $2,281-19.3% |
| Participant deferral / active EE | $4,236 | $2,686+57.8% | $3,497+21.2% | $3,203+32.3% |
| Admin fee / account holder | $2,847 | $4,393-35.2% | $5,480-48.1% | $4,296-33.7% |