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 | $64,612 | $80,968-20.2% | $96,544-33.1% | $75,163-14.0% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 13.78% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,377 | $2,282-39.7% | $2,965-53.6% | $2,670-48.4% |
| Participant deferral / active EE | $3,964 | $3,928+0.9% | $4,851-18.3% | $4,125-3.9% |
| Admin fee / account holder | $15,597 | $6,724+131.9% | $8,252+89.0% | $5,651+176.0% |