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 8-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 | $52,304 | $86,929-39.8% | $102,423-48.9% | $80,856-35.3% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.5pp |
| Annual return | 19.79% | 18.88%+0.9pp | 29.32%-9.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,649 | $2,369-30.4% | $3,023-45.5% | $2,755-40.1% |
| Participant deferral / active EE | $5,454 | $4,118+32.4% | $5,053+7.9% | $4,296+27.0% |
| Admin fee / account holder | $3,214 | $8,049-60.1% | $9,451-66.0% | $6,918-53.5% |