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 | $55,201 | $60,349-8.5% | $74,183-25.6% | $62,891-12.2% |
| Participation rate | 80.9% | 72.7%+8.2pp | 76.6%+4.3pp | 69.3%+11.6pp |
| Annual return | 7.47% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $672 | $1,680-60.0% | $2,370-71.6% | $2,281-70.5% |
| Participant deferral / active EE | $3,869 | $2,856+35.5% | $3,550+9.0% | $3,203+20.8% |
| Admin fee / account holder | $5,784 | $4,261+35.7% | $5,586+3.6% | $4,296+34.7% |