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 | $54,752 | $95,803-42.8% | $113,168-51.6% | $84,808-35.4% |
| Participation rate | 96.2% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 15.61% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,516 | $2,360+6.6% | $2,975-15.4% | $2,631-4.4% |
| Participant deferral / active EE | $6,401 | $4,242+50.9% | $5,107+25.3% | $4,212+52.0% |
| Admin fee / account holder | $4,004 | $8,989-55.5% | $12,068-66.8% | $7,344-45.5% |