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 4-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 | $54,764 | $93,170-41.2% | $100,534-45.5% | $84,808-35.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 80.6%+14.6pp | 68.3%+26.9pp |
| Annual return | 18.74% | 47.13%-28.4pp | 32.66%-13.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,001 | $3,985+25.5% | $4,346+15.1% | $2,631+90.1% |
| Participant deferral / active EE | $7,396 | $5,699+29.8% | $6,144+20.4% | $4,212+75.6% |
| Admin fee / account holder | $2,472 | $7,382-66.5% | $7,654-67.7% | $7,344-66.3% |