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 | $52,404 | $78,926-33.6% | $136,749-61.7% | $84,808-38.2% |
| Participation rate | 87.9% | 62.2%+25.8pp | 72.1%+15.8pp | 68.3%+19.6pp |
| Annual return | 20.29% | 18.17%+2.1pp | 24.33%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,778 | $2,134+30.2% | $3,400-18.3% | $2,631+5.6% |
| Participant deferral / active EE | $2,144 | $3,168-32.3% | $4,692-54.3% | $4,212-49.1% |
| Admin fee / account holder | $5,860 | $6,369-8.0% | $11,386-48.5% | $7,344-20.2% |