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 | $50,888 | $81,248-37.4% | $155,509-67.3% | $80,856-37.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 15.80% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,689 | $3,100-45.5% | $4,672-63.9% | $2,755-38.7% |
| Participant deferral / active EE | $3,812 | $3,452+10.4% | $5,626-32.2% | $4,296-11.3% |
| Admin fee / account holder | $3,696 | $7,997-53.8% | $15,912-76.8% | $6,918-46.6% |