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 5-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 | $58,600 | $81,248-27.9% | $155,509-62.3% | $80,856-27.5% |
| Participation rate | 84.3% | 66.2%+18.1pp | 78.2%+6.1pp | 67.6%+16.7pp |
| Annual return | 11.80% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,054 | $3,100-66.0% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $3,916 | $3,452+13.5% | $5,626-30.4% | $4,296-8.8% |
| Admin fee / account holder | $10,573 | $7,997+32.2% | $15,912-33.6% | $6,918+52.8% |