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 10-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 | $56,432 | $93,170-39.4% | $100,534-43.9% | $84,808-33.5% |
| Participation rate | 77.5% | 75.8%+1.7pp | 80.6%-3.1pp | 68.3%+9.2pp |
| Annual return | 15.21% | 47.13%-31.9pp | 32.66%-17.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,713 | $3,985-31.9% | $4,346-37.6% | $2,631+3.1% |
| Participant deferral / active EE | $5,007 | $5,699-12.1% | $6,144-18.5% | $4,212+18.9% |
| Admin fee / account holder | $2,806 | $7,382-62.0% | $7,654-63.3% | $7,344-61.8% |