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 6-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 | $56,821 | $68,719-17.3% | $91,541-37.9% | $84,808-33.0% |
| Participation rate | 70.2% | 64.5%+5.7pp | 69.8%+0.4pp | 68.3%+1.9pp |
| Annual return | 19.32% | 19.12%+0.2pp | 20.50%-1.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,336 | $1,920-30.4% | $2,505-46.7% | $2,631-49.2% |
| Participant deferral / active EE | $3,607 | $3,136+15.0% | $4,008-10.0% | $4,212-14.4% |
| Admin fee / account holder | $2,805 | $5,786-51.5% | $6,956-59.7% | $7,344-61.8% |