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 6-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 | $57,691 | $109,413-47.3% | $156,263-63.1% | $84,808-32.0% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 17.50% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $919 | $2,907-68.4% | $4,333-78.8% | $2,631-65.1% |
| Participant deferral / active EE | $2,940 | $4,590-35.9% | $6,158-52.3% | $4,212-30.2% |
| Admin fee / account holder | $3,232 | $9,357-65.5% | $14,255-77.3% | $7,344-56.0% |