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 | $51,628 | $58,512-11.8% | $84,015-38.5% | $72,985-29.3% |
| Participation rate | 81.2% | 61.2%+19.9pp | 69.0%+12.2pp | 69.5%+11.7pp |
| Annual return | 18.32% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,032 | $1,163-11.3% | $1,983-48.0% | $2,440-57.7% |
| Participant deferral / active EE | $1,739 | $2,394-27.3% | $3,239-46.3% | $3,607-51.8% |
| Admin fee / account holder | $1,386 | $4,569-69.7% | $6,101-77.3% | $5,124-73.0% |