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 | $49,761 | $53,596-7.2% | $90,645-45.1% | $64,186-22.5% |
| Participation rate | 80.3% | 64.5%+15.8pp | 74.0%+6.3pp | 69.6%+10.7pp |
| Annual return | 10.38% | 4.41%+6.0pp | 1.88%+8.5pp | 7.63%+2.7pp |
| Employer contribution / active EE | $821 | $1,503-45.4% | $2,532-67.6% | $2,381-65.5% |
| Participant deferral / active EE | $2,479 | $2,459+0.8% | $3,425-27.6% | $3,470-28.5% |
| Admin fee / account holder | $5,458 | $3,868+41.1% | $4,994+9.3% | $4,888+11.7% |