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 | $60,637 | $89,753-32.4% | $107,525-43.6% | $84,808-28.5% |
| Participation rate | 70.9% | 68.1%+2.8pp | 75.1%-4.2pp | 68.3%+2.6pp |
| Annual return | 32.19% | 29.48%+2.7pp | 181.32%-149.1pp | 40.90%-8.7pp |
| Employer contribution / active EE | $2,704 | $3,113-13.1% | $3,754-28.0% | $2,631+2.8% |
| Participant deferral / active EE | $5,728 | $4,056+41.2% | $5,116+12.0% | $4,212+36.0% |
| Admin fee / account holder | $8,943 | $7,222+23.8% | $8,919+0.3% | $7,344+21.8% |