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 | $52,332 | $68,547-23.7% | $120,354-56.5% | $80,856-35.3% |
| Participation rate | 83.6% | 61.6%+22.0pp | 71.9%+11.7pp | 67.6%+15.9pp |
| Annual return | 14.17% | 23.60%-9.4pp | 107.15%-93.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,048 | $2,051-0.2% | $3,463-40.9% | $2,755-25.7% |
| Participant deferral / active EE | $2,804 | $3,173-11.6% | $4,991-43.8% | $4,296-34.7% |
| Admin fee / account holder | $2,551 | $5,732-55.5% | $9,423-72.9% | $6,918-63.1% |