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 | $56,509 | $78,926-28.4% | $136,749-58.7% | $84,808-33.4% |
| Participation rate | 81.0% | 62.2%+18.8pp | 72.1%+8.8pp | 68.3%+12.6pp |
| Annual return | 17.65% | 18.17%-0.5pp | 24.33%-6.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,273 | $2,134-40.4% | $3,400-62.6% | $2,631-51.6% |
| Participant deferral / active EE | $1,701 | $3,168-46.3% | $4,692-63.7% | $4,212-59.6% |
| Admin fee / account holder | $2,898 | $6,369-54.5% | $11,386-74.5% | $7,344-60.5% |