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 | $54,794 | $118,450-53.7% | $98,439-44.3% | $139,434-60.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 15.40% | 18.94%-3.5pp | 21.16%-5.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,796 | $3,609-22.5% | $3,048-8.3% | $4,751-41.1% |
| Participant deferral / active EE | $5,008 | $5,392-7.1% | $4,738+5.7% | $6,710-25.4% |
| Admin fee / account holder | $6,488 | $14,026-53.7% | $8,948-27.5% | $11,403-43.1% |