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 | $49,006 | $117,983-58.5% | $101,794-51.9% | $142,382-65.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.25% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,477 | $2,773-10.7% | $2,289+8.2% | $4,299-42.4% |
| Participant deferral / active EE | $3,034 | $4,714-35.6% | $4,084-25.7% | $6,507-53.4% |
| Admin fee / account holder | $1,324 | $10,433-87.3% | $8,777-84.9% | $12,624-89.5% |