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 | $59,711 | $94,625-36.9% | $116,228-48.6% | $84,808-29.6% |
| Participation rate | 83.1% | 70.4%+12.6pp | 74.6%+8.5pp | 68.3%+14.8pp |
| Annual return | 15.72% | 20.40%-4.7pp | 90.06%-74.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,680 | $2,347+14.2% | $2,994-10.5% | $2,631+1.9% |
| Participant deferral / active EE | $5,033 | $3,972+26.7% | $4,953+1.6% | $4,212+19.5% |
| Admin fee / account holder | $3,352 | $10,091-66.8% | $11,989-72.0% | $7,344-54.4% |