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 3-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 | $55,437 | $142,424-61.1% | $100,534-44.9% | $74,304-25.4% |
| Participation rate | 83.1% | 79.6%+3.5pp | 80.6%+2.5pp | 60.3%+22.7pp |
| Annual return | 21.60% | 27.53%-5.9pp | 32.66%-11.1pp | 29.43%-7.8pp |
| Employer contribution / active EE | $2,794 | $5,555-49.7% | $4,346-35.7% | $2,241+24.7% |
| Participant deferral / active EE | $4,115 | $8,247-50.1% | $6,144-33.0% | $3,767+9.2% |
| Admin fee / account holder | $2,203 | $1,986+11.0% | $7,654-71.2% | $2,969-25.8% |