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 9-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 | $54,621 | $72,492-24.7% | $87,100-37.3% | $72,985-25.2% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.5pp |
| Annual return | 20.05% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $610 | $1,894-67.8% | $2,521-75.8% | $2,440-75.0% |
| Participant deferral / active EE | $1,799 | $3,270-45.0% | $4,049-55.6% | $3,607-50.1% |
| Admin fee / account holder | $1,841 | $5,055-63.6% | $7,497-75.4% | $5,124-64.1% |