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 | $49,272 | $51,576-4.5% | $129,207-61.9% | $80,856-39.1% |
| Participation rate | 70.0% | 57.0%+13.0pp | 69.6%+0.4pp | 67.6%+2.4pp |
| Annual return | 14.04% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $890 | $1,584-43.8% | $4,153-78.6% | $2,755-67.7% |
| Participant deferral / active EE | $3,527 | $2,669+32.1% | $4,168-15.4% | $4,296-17.9% |
| Admin fee / account holder | $7,654 | $4,305+77.8% | $7,715-0.8% | $6,918+10.6% |