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 | $54,536 | $109,881-50.4% | $150,045-63.7% | $84,808-35.7% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.47% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,727 | $3,561+4.6% | $4,693-20.6% | $2,631+41.6% |
| Participant deferral / active EE | $9,695 | $6,636+46.1% | $7,997+21.2% | $4,212+130.2% |
| Admin fee / account holder | $5,612 | $8,568-34.5% | $13,435-58.2% | $7,344-23.6% |