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 | $50,559 | $70,475-28.3% | $100,516-49.7% | $79,858-36.7% |
| Participation rate | 75.9% | 73.7%+2.2pp | 79.4%-3.5pp | 69.6%+6.2pp |
| Annual return | 13.40% | 21.90%-8.5pp | 30.89%-17.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,140 | $2,165-47.3% | $3,418-66.6% | $2,471-53.9% |
| Participant deferral / active EE | $3,855 | $5,181-25.6% | $6,270-38.5% | $3,740+3.1% |
| Admin fee / account holder | $8,542 | $4,478+90.7% | $8,081+5.7% | $5,306+61.0% |