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 | $53,723 | $127,065-57.7% | $113,168-52.5% | $142,382-62.3% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 18.05% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,225 | $3,442-35.3% | $2,975-25.2% | $4,299-48.2% |
| Participant deferral / active EE | $5,156 | $5,716-9.8% | $5,107+1.0% | $6,507-20.8% |
| Admin fee / account holder | $5,378 | $15,736-65.8% | $12,068-55.4% | $12,624-57.4% |