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 | $61,789 | $95,803-35.5% | $113,168-45.4% | $84,808-27.1% |
| Participation rate | 78.0% | 72.9%+5.1pp | 76.6%+1.4pp | 68.3%+9.7pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,525 | $2,360+7.0% | $2,975-15.1% | $2,631-4.0% |
| Participant deferral / active EE | $3,455 | $4,242-18.6% | $5,107-32.3% | $4,212-18.0% |
| Admin fee / account holder | $1,391 | $8,989-84.5% | $12,068-88.5% | $7,344-81.1% |