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 | $54,499 | $89,753-39.3% | $107,525-49.3% | $84,808-35.7% |
| Participation rate | 82.0% | 68.1%+13.9pp | 75.1%+6.9pp | 68.3%+13.7pp |
| Annual return | 15.56% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,159 | $3,113-62.8% | $3,754-69.1% | $2,631-56.0% |
| Participant deferral / active EE | $3,419 | $4,056-15.7% | $5,116-33.2% | $4,212-18.8% |
| Admin fee / account holder | $8,195 | $7,222+13.5% | $8,919-8.1% | $7,344+11.6% |