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 | $46,918 | $109,413-57.1% | $156,263-70.0% | $84,808-44.7% |
| Participation rate | 91.5% | 72.7%+18.8pp | 78.9%+12.6pp | 68.3%+23.2pp |
| Annual return | 14.06% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,479 | $2,907-14.7% | $4,333-42.8% | $2,631-5.8% |
| Participant deferral / active EE | $5,192 | $4,590+13.1% | $6,158-15.7% | $4,212+23.3% |
| Admin fee / account holder | $6,855 | $9,357-26.7% | $14,255-51.9% | $7,344-6.7% |