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 | $48,210 | $78,422-38.5% | $95,952-49.8% | $79,858-39.6% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,389 | $1,945-28.6% | $2,541-45.3% | $2,471-43.8% |
| Participant deferral / active EE | $3,690 | $3,440+7.3% | $4,167-11.4% | $3,740-1.3% |
| Admin fee / account holder | $5,479 | $5,622-2.5% | $6,795-19.4% | $5,306+3.3% |