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 | $52,648 | $91,552-42.5% | $133,956-60.7% | $79,858-34.1% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 15.58% | 61.85%-46.3pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,851 | $2,384-22.4% | $3,919-52.8% | $2,471-25.1% |
| Participant deferral / active EE | $2,211 | $3,733-40.8% | $5,048-56.2% | $3,740-40.9% |
| Admin fee / account holder | $2,245 | $6,321-64.5% | $8,927-74.9% | $5,306-57.7% |