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 | $48,387 | $59,101-18.1% | $77,163-37.3% | $75,163-35.6% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.6%+13.8pp | 67.2%+16.1pp |
| Annual return | 15.14% | 26.71%-11.6pp | 37.87%-22.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,691 | $1,995-15.2% | $2,535-33.3% | $2,670-36.6% |
| Participant deferral / active EE | $2,148 | $2,999-28.4% | $3,833-44.0% | $4,125-47.9% |
| Admin fee / account holder | $7,852 | $4,774+64.5% | $5,472+43.5% | $5,651+39.0% |