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 | $50,198 | $60,349-16.8% | $74,183-32.3% | $62,891-20.2% |
| Participation rate | 91.8% | 72.7%+19.1pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 7.74% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,198 | $1,680-28.7% | $2,370-49.5% | $2,281-47.5% |
| Participant deferral / active EE | $2,548 | $2,856-10.8% | $3,550-28.2% | $3,203-20.5% |
| Admin fee / account holder | $6,146 | $4,261+44.2% | $5,586+10.0% | $4,296+43.1% |