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 | $48,853 | $95,803-49.0% | $113,168-56.8% | $84,808-42.4% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 18.17% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,182 | $2,360+34.8% | $2,975+7.0% | $2,631+21.0% |
| Participant deferral / active EE | $5,822 | $4,242+37.3% | $5,107+14.0% | $4,212+38.2% |
| Admin fee / account holder | $11,053 | $8,989+23.0% | $12,068-8.4% | $7,344+50.5% |