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 | $56,382 | $109,413-48.5% | $156,263-63.9% | $84,808-33.5% |
| Participation rate | 75.3% | 72.7%+2.6pp | 78.9%-3.6pp | 68.3%+7.0pp |
| Annual return | 25.25% | 20.18%+5.1pp | 59.47%-34.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,577 | $2,907-11.4% | $4,333-40.5% | $2,631-2.1% |
| Participant deferral / active EE | $4,586 | $4,590-0.1% | $6,158-25.5% | $4,212+8.9% |
| Admin fee / account holder | $4,821 | $9,357-48.5% | $14,255-66.2% | $7,344-34.4% |