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 | $49,485 | $80,717-38.7% | $154,803-68.0% | $84,808-41.6% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,466 | $2,761+98.0% | $4,305+27.0% | $2,631+107.8% |
| Participant deferral / active EE | $2,923 | $3,303-11.5% | $5,540-47.2% | $4,212-30.6% |
| Admin fee / account holder | $3,206 | $6,746-52.5% | $14,329-77.6% | $7,344-56.3% |