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 | $48,525 | $60,022-19.2% | $88,946-45.4% | $84,808-42.8% |
| Participation rate | 96.6% | 57.8%+38.8pp | 68.8%+27.8pp | 68.3%+28.3pp |
| Annual return | 13.77% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,016 | $1,703+18.4% | $2,555-21.1% | $2,631-23.4% |
| Participant deferral / active EE | $4,111 | $3,114+32.0% | $4,581-10.3% | $4,212-2.4% |
| Admin fee / account holder | $5,130 | $4,811+6.6% | $8,261-37.9% | $7,344-30.1% |