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 | $51,587 | $93,571-44.9% | $135,903-62.0% | $75,163-31.4% |
| Participation rate | 79.0% | 75.2%+3.9pp | 81.9%-2.9pp | 67.2%+11.8pp |
| Annual return | 20.87% | 30.90%-10.0pp | 68.23%-47.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,706 | $3,537-51.8% | $4,856-64.9% | $2,670-36.1% |
| Participant deferral / active EE | $6,389 | $6,404-0.2% | $7,758-17.6% | $4,125+54.9% |
| Admin fee / account holder | $2,477 | $6,975-64.5% | $10,762-77.0% | $5,651-56.2% |