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 | $54,667 | $95,803-42.9% | $113,168-51.7% | $84,808-35.5% |
| Participation rate | 77.6% | 72.9%+4.7pp | 76.6%+1.0pp | 68.3%+9.2pp |
| Annual return | 16.35% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,006 | $2,360-15.0% | $2,975-32.6% | $2,631-23.8% |
| Participant deferral / active EE | $4,037 | $4,242-4.8% | $5,107-20.9% | $4,212-4.1% |
| Admin fee / account holder | $4,976 | $8,989-44.6% | $12,068-58.8% | $7,344-32.2% |