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 | $56,551 | $109,881-48.5% | $150,045-62.3% | $84,808-33.3% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 18.34% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,805 | $3,561-21.2% | $4,693-40.2% | $2,631+6.6% |
| Participant deferral / active EE | $6,688 | $6,636+0.8% | $7,997-16.4% | $4,212+58.8% |
| Admin fee / account holder | $2,050 | $8,568-76.1% | $13,435-84.7% | $7,344-72.1% |