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 | $61,894 | $86,929-28.8% | $102,423-39.6% | $80,856-23.5% |
| Participation rate | 87.4% | 72.4%+15.0pp | 76.5%+10.9pp | 67.6%+19.7pp |
| Annual return | 18.85% | 18.88%0pp | 29.32%-10.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,511 | $2,369-36.2% | $3,023-50.0% | $2,755-45.1% |
| Participant deferral / active EE | $5,778 | $4,118+40.3% | $5,053+14.4% | $4,296+34.5% |
| Admin fee / account holder | $3,557 | $8,049-55.8% | $9,451-62.4% | $6,918-48.6% |