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 | $54,125 | $86,929-37.7% | $102,423-47.2% | $80,856-33.1% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,475 | $2,369-37.8% | $3,023-51.2% | $2,755-46.5% |
| Participant deferral / active EE | $2,940 | $4,118-28.6% | $5,053-41.8% | $4,296-31.6% |
| Admin fee / account holder | $3,269 | $8,049-59.4% | $9,451-65.4% | $6,918-52.7% |