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 | $51,311 | $83,477-38.5% | $125,175-59.0% | $72,985-29.7% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 19.16% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,257 | $2,345-46.4% | $3,865-67.5% | $2,440-48.5% |
| Participant deferral / active EE | $4,246 | $3,585+18.4% | $4,937-14.0% | $3,607+17.7% |
| Admin fee / account holder | $888 | $5,517-83.9% | $9,702-90.8% | $5,124-82.7% |