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 | $48,168 | $109,413-56.0% | $156,263-69.2% | $84,808-43.2% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 14.81% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,116 | $2,907-27.2% | $4,333-51.2% | $2,631-19.6% |
| Participant deferral / active EE | $3,448 | $4,590-24.9% | $6,158-44.0% | $4,212-18.1% |
| Admin fee / account holder | $8,685 | $9,357-7.2% | $14,255-39.1% | $7,344+18.3% |