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 | $55,602 | $86,929-36.0% | $102,423-45.7% | $80,856-31.2% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 15.20% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,045 | $2,369-13.7% | $3,023-32.4% | $2,755-25.8% |
| Participant deferral / active EE | $5,264 | $4,118+27.8% | $5,053+4.2% | $4,296+22.5% |
| Admin fee / account holder | $1,563 | $8,049-80.6% | $9,451-83.5% | $6,918-77.4% |