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 | $48,057 | $90,503-46.9% | $78,689-38.9% | $273,961-82.5% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 6.94% | 75.60%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $587 | $3,176-81.5% | $2,851-79.4% | $4,869-88.0% |
| Participant deferral / active EE | $4,117 | $3,901+5.5% | $3,517+17.1% | $5,287-22.1% |
| Admin fee / account holder | $2,021 | $5,263-61.6% | $4,510-55.2% | $10,132-80.1% |