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 3-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 | $53,283 | $95,803-44.4% | $113,168-52.9% | $84,808-37.2% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 22.64% | 25.00%-2.4pp | 24.27%-1.6pp | 40.90%-18.3pp |
| Employer contribution / active EE | $6,228 | $2,360+163.9% | $2,975+109.3% | $2,631+136.7% |
| Participant deferral / active EE | $11,220 | $4,242+164.5% | $5,107+119.7% | $4,212+166.4% |
| Admin fee / account holder | $10,448 | $8,989+16.2% | $12,068-13.4% | $7,344+42.3% |