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 | $50,152 | $80,717-37.9% | $154,803-67.6% | $84,808-40.9% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,241 | $2,761-55.1% | $4,305-71.2% | $2,631-52.8% |
| Participant deferral / active EE | $3,029 | $3,303-8.3% | $5,540-45.3% | $4,212-28.1% |
| Admin fee / account holder | $16,240 | $6,746+140.7% | $14,329+13.3% | $7,344+121.1% |