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 | $55,439 | $90,503-38.7% | $78,689-29.5% | $273,961-79.8% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 4.27% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,190 | $3,176-31.0% | $2,851-23.2% | $4,869-55.0% |
| Participant deferral / active EE | $4,612 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $21,315 | $5,263+305.0% | $4,510+372.6% | $10,132+110.4% |