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 | $51,403 | $80,717-36.3% | $154,803-66.8% | $84,808-39.4% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 20.62% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,399 | $2,761+23.1% | $4,305-21.1% | $2,631+29.2% |
| Participant deferral / active EE | $4,229 | $3,303+28.0% | $5,540-23.7% | $4,212+0.4% |
| Admin fee / account holder | $4,395 | $6,746-34.9% | $14,329-69.3% | $7,344-40.2% |