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 7-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 | $60,813 | $89,753-32.2% | $107,525-43.4% | $84,808-28.3% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 19.25% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,511 | $3,113-19.4% | $3,754-33.1% | $2,631-4.6% |
| Participant deferral / active EE | $3,990 | $4,056-1.6% | $5,116-22.0% | $4,212-5.3% |
| Admin fee / account holder | $3,059 | $7,222-57.6% | $8,919-65.7% | $7,344-58.3% |