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 | $52,348 | $74,927-30.1% | $101,794-48.6% | $84,808-38.3% |
| Participation rate | 73.7% | 61.4%+12.3pp | 69.2%+4.5pp | 68.3%+5.4pp |
| Annual return | 20.05% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,535 | $1,522+132.3% | $2,289+54.4% | $2,631+34.3% |
| Participant deferral / active EE | $7,327 | $3,099+136.4% | $4,084+79.4% | $4,212+74.0% |
| Admin fee / account holder | $6,735 | $6,514+3.4% | $8,777-23.3% | $7,344-8.3% |