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 9-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 | $54,262 | $72,492-25.1% | $87,100-37.7% | $72,985-25.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 73.16% | 24.46%+48.7pp | 28.19%+45.0pp | 81.00%-7.8pp |
| Employer contribution / active EE | $637 | $1,894-66.4% | $2,521-74.8% | $2,440-73.9% |
| Participant deferral / active EE | $3,464 | $3,270+5.9% | $4,049-14.4% | $3,607-4.0% |
| Admin fee / account holder | $6,321 | $5,055+25.1% | $7,497-15.7% | $5,124+23.4% |