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 | $53,900 | $54,541-1.2% | $78,778-31.6% | $70,131-23.1% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.2%+9.7pp | 69.5%+9.3pp |
| Annual return | 15.32% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,515 | $1,089+39.2% | $1,986-23.7% | $2,342-35.3% |
| Participant deferral / active EE | $2,369 | $2,210+7.2% | $2,958-19.9% | $3,332-28.9% |
| Admin fee / account holder | $8,312 | $3,709+124.1% | $5,134+61.9% | $4,645+78.9% |