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 | $50,978 | $72,492-29.7% | $87,100-41.5% | $72,985-30.2% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 17.04% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,062 | $1,894+8.9% | $2,521-18.2% | $2,440-15.5% |
| Participant deferral / active EE | $2,932 | $3,270-10.3% | $4,049-27.6% | $3,607-18.7% |
| Admin fee / account holder | $4,036 | $5,055-20.2% | $7,497-46.2% | $5,124-21.2% |