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 | $50,813 | $77,899-34.8% | $149,673-66.1% | $75,163-32.4% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | 16.33% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,198 | $3,137-29.9% | $4,818-54.4% | $2,670-17.7% |
| Participant deferral / active EE | $3,442 | $3,411+0.9% | $5,680-39.4% | $4,125-16.6% |
| Admin fee / account holder | $1,343 | $5,956-77.5% | $13,210-89.8% | $5,651-76.2% |