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 | $51,462 | $153,772-66.5% | $133,980-61.6% | $273,961-81.2% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 8.44% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,408 | $6,029-60.1% | $5,211-53.8% | $4,869-50.5% |
| Participant deferral / active EE | $2,913 | $6,958-58.1% | $6,282-53.6% | $5,287-44.9% |
| Admin fee / account holder | $2,207 | $11,765-81.2% | $9,324-76.3% | $10,132-78.2% |