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 6-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 | $33,094 | $81,460-59.4% | $103,333-68.0% | $80,856-59.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 12.04% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,058 | $3,105-33.7% | $3,868-46.8% | $2,755-25.3% |
| Participant deferral / active EE | $3,678 | $3,869-4.9% | $5,057-27.3% | $4,296-14.4% |
| Admin fee / account holder | $1,733 | $6,566-73.6% | $8,355-79.3% | $6,918-74.9% |