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 | $49,924 | $80,717-38.1% | $154,803-67.8% | $84,808-41.1% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.2pp | 68.3%+29.9pp |
| Annual return | 14.31% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,481 | $2,761-10.2% | $4,305-42.4% | $2,631-5.7% |
| Participant deferral / active EE | $2,188 | $3,303-33.7% | $5,540-60.5% | $4,212-48.0% |
| Admin fee / account holder | $5,537 | $6,746-17.9% | $14,329-61.4% | $7,344-24.6% |