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 | $51,944 | $95,803-45.8% | $113,168-54.1% | $84,808-38.8% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 23.37% | 25.00%-1.6pp | 24.27%-0.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,436 | $2,360+3.2% | $2,975-18.1% | $2,631-7.4% |
| Participant deferral / active EE | $3,857 | $4,242-9.1% | $5,107-24.5% | $4,212-8.4% |
| Admin fee / account holder | $1,948 | $8,989-78.3% | $12,068-83.9% | $7,344-73.5% |