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 | $48,451 | $80,968-40.2% | $96,544-49.8% | $75,163-35.5% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 14.02% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,464 | $2,282+8.0% | $2,965-16.9% | $2,670-7.7% |
| Participant deferral / active EE | $4,077 | $3,928+3.8% | $4,851-15.9% | $4,125-1.2% |
| Admin fee / account holder | $3,647 | $6,724-45.8% | $8,252-55.8% | $5,651-35.5% |