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 | $57,641 | $86,929-33.7% | $102,423-43.7% | $80,856-28.7% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 23.86% | 18.88%+5.0pp | 29.32%-5.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $6,483 | $2,369+173.6% | $3,023+114.4% | $2,755+135.3% |
| Participant deferral / active EE | $15,338 | $4,118+272.4% | $5,053+203.5% | $4,296+257.0% |
| Admin fee / account holder | $3,075 | $8,049-61.8% | $9,451-67.5% | $6,918-55.6% |