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 | $31,561 | $68,719-54.1% | $91,541-65.5% | $84,808-62.8% |
| Participation rate | 70.4% | 64.5%+5.9pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 15.03% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $418 | $1,920-78.2% | $2,505-83.3% | $2,631-84.1% |
| Participant deferral / active EE | $5,087 | $3,136+62.2% | $4,008+26.9% | $4,212+20.8% |
| Admin fee / account holder | $3,562 | $5,786-38.4% | $6,956-48.8% | $7,344-51.5% |