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 | $48,611 | $181,894-73.3% | $156,549-68.9% | $273,961-82.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.24% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,249 | $6,248-64.0% | $5,501-59.1% | $4,869-53.8% |
| Participant deferral / active EE | $5,505 | $5,550-0.8% | $4,871+13.0% | $5,287+4.1% |
| Admin fee / account holder | $20,624 | $15,559+32.6% | $13,027+58.3% | $10,132+103.6% |