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 | $49,089 | $80,673-39.2% | $101,326-51.6% | $84,808-42.1% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.2pp |
| Annual return | 15.02% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,447 | $2,698-9.3% | $3,665-33.2% | $2,631-7.0% |
| Participant deferral / active EE | $4,335 | $6,840-36.6% | $7,994-45.8% | $4,212+2.9% |
| Admin fee / account holder | $7,696 | $12,784-39.8% | $11,185-31.2% | $7,344+4.8% |