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 | $47,889 | $72,277-33.7% | $101,248-52.7% | $79,858-40.0% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 17.61% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,631 | $2,692-2.2% | $3,660-28.1% | $2,471+6.5% |
| Participant deferral / active EE | $4,994 | $3,282+52.2% | $4,370+14.3% | $3,740+33.5% |
| Admin fee / account holder | $2,145 | $4,400-51.2% | $5,945-63.9% | $5,306-59.6% |