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 | $52,215 | $82,032-36.3% | $123,104-57.6% | $59,632-12.4% |
| Participation rate | 92.4% | 83.2%+9.2pp | 86.8%+5.6pp | 68.7%+23.7pp |
| Annual return | 4.14% | 5.12%-1.0pp | 13.22%-9.1pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $2,332 | $3,297-29.3% | $5,151-54.7% | $2,203+5.9% |
| Participant deferral / active EE | $4,549 | $4,667-2.5% | $6,230-27.0% | $3,192+42.5% |
| Admin fee / account holder | $2,101 | $5,881-64.3% | $9,015-76.7% | $4,297-51.1% |