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 | $51,199 | $56,897-10.0% | $84,750-39.6% | $62,891-18.6% |
| Participation rate | 89.7% | 68.5%+21.1pp | 76.6%+13.1pp | 69.3%+20.3pp |
| Annual return | 7.47% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,332 | $2,400-44.5% | $3,574-62.7% | $2,281-41.6% |
| Participant deferral / active EE | $4,323 | $2,709+59.6% | $3,712+16.5% | $3,203+35.0% |
| Admin fee / account holder | $1,613 | $3,581-55.0% | $5,332-69.7% | $4,296-62.4% |