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 | $55,889 | $109,413-48.9% | $156,263-64.2% | $84,808-34.1% |
| Participation rate | 72.7% | 72.7%0pp | 78.9%-6.2pp | 68.3%+4.4pp |
| Annual return | 12.89% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,801 | $2,907-38.0% | $4,333-58.4% | $2,631-31.5% |
| Participant deferral / active EE | $3,802 | $4,590-17.2% | $6,158-38.3% | $4,212-9.7% |
| Admin fee / account holder | $5,695 | $9,357-39.1% | $14,255-60.0% | $7,344-22.4% |