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 | $53,424 | $83,477-36.0% | $125,175-57.3% | $72,985-26.8% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 20.49% | 25.78%-5.3pp | 43.79%-23.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $724 | $2,345-69.1% | $3,865-81.3% | $2,440-70.3% |
| Participant deferral / active EE | $4,958 | $3,585+38.3% | $4,937+0.4% | $3,607+37.5% |
| Admin fee / account holder | $1,947 | $5,517-64.7% | $9,702-79.9% | $5,124-62.0% |