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 | $51,092 | $109,359-53.3% | $162,163-68.5% | $72,985-30.0% |
| Participation rate | 95.2% | 84.3%+11.0pp | 87.6%+7.7pp | 69.5%+25.8pp |
| Annual return | 22.60% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,664 | $3,907-57.4% | $5,614-70.4% | $2,440-31.8% |
| Participant deferral / active EE | $4,689 | $5,481-14.5% | $7,298-35.8% | $3,607+30.0% |
| Admin fee / account holder | $1,346 | $7,972-83.1% | $10,843-87.6% | $5,124-73.7% |