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 | $56,041 | $95,803-41.5% | $113,168-50.5% | $84,808-33.9% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 17.23% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $850 | $2,360-64.0% | $2,975-71.4% | $2,631-67.7% |
| Participant deferral / active EE | $3,101 | $4,242-26.9% | $5,107-39.3% | $4,212-26.4% |
| Admin fee / account holder | $12,681 | $8,989+41.1% | $12,068+5.1% | $7,344+72.7% |