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 | $57,644 | $80,968-28.8% | $96,544-40.3% | $75,163-23.3% |
| Participation rate | 81.7% | 71.8%+10.0pp | 76.0%+5.8pp | 67.2%+14.5pp |
| Annual return | 18.85% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,752 | $2,282+20.6% | $2,965-7.2% | $2,670+3.1% |
| Participant deferral / active EE | $5,041 | $3,928+28.3% | $4,851+3.9% | $4,125+22.2% |
| Admin fee / account holder | $4,533 | $6,724-32.6% | $8,252-45.1% | $5,651-19.8% |