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 | $55,255 | $86,929-36.4% | $102,423-46.1% | $80,856-31.7% |
| Participation rate | 98.2% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | 14.90% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,343 | $2,369-43.3% | $3,023-55.6% | $2,755-51.3% |
| Participant deferral / active EE | $3,514 | $4,118-14.7% | $5,053-30.5% | $4,296-18.2% |
| Admin fee / account holder | $10,703 | $8,049+33.0% | $9,451+13.2% | $6,918+54.7% |