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 5-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 | $54,009 | $89,753-39.8% | $107,525-49.8% | $84,808-36.3% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 17.43% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,136 | $3,113+0.7% | $3,754-16.5% | $2,631+19.2% |
| Participant deferral / active EE | $5,782 | $4,056+42.5% | $5,116+13.0% | $4,212+37.3% |
| Admin fee / account holder | $17,073 | $7,222+136.4% | $8,919+91.4% | $7,344+132.5% |