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 | $50,099 | $81,460-38.5% | $103,333-51.5% | $80,856-38.0% |
| Participation rate | 72.1% | 66.8%+5.3pp | 74.5%-2.4pp | 67.6%+4.5pp |
| Annual return | 12.06% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,635 | $3,105-47.3% | $3,868-57.7% | $2,755-40.7% |
| Participant deferral / active EE | $2,612 | $3,869-32.5% | $5,057-48.4% | $4,296-39.2% |
| Admin fee / account holder | $2,202 | $6,566-66.5% | $8,355-73.6% | $6,918-68.2% |