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 | $49,983 | $78,926-36.7% | $136,749-63.4% | $84,808-41.1% |
| Participation rate | 91.9% | 62.2%+29.8pp | 72.1%+19.8pp | 68.3%+23.6pp |
| Annual return | 13.55% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,035 | $2,134-4.7% | $3,400-40.2% | $2,631-22.7% |
| Participant deferral / active EE | $4,314 | $3,168+36.1% | $4,692-8.1% | $4,212+2.4% |
| Admin fee / account holder | $5,033 | $6,369-21.0% | $11,386-55.8% | $7,344-31.5% |