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 | $54,744 | $109,413-50.0% | $156,263-65.0% | $84,808-35.4% |
| Participation rate | 70.2% | 72.7%-2.5pp | 78.9%-8.7pp | 68.3%+1.9pp |
| Annual return | 18.02% | 20.18%-2.2pp | 59.47%-41.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,915 | $2,907-34.1% | $4,333-55.8% | $2,631-27.2% |
| Participant deferral / active EE | $3,084 | $4,590-32.8% | $6,158-49.9% | $4,212-26.8% |
| Admin fee / account holder | $6,426 | $9,357-31.3% | $14,255-54.9% | $7,344-12.5% |