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 | $54,989 | $109,413-49.7% | $156,263-64.8% | $84,808-35.2% |
| Participation rate | 86.4% | 72.7%+13.7pp | 78.9%+7.5pp | 68.3%+18.1pp |
| Annual return | 15.84% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,872 | $2,907-35.6% | $4,333-56.8% | $2,631-28.8% |
| Participant deferral / active EE | $2,245 | $4,590-51.1% | $6,158-63.6% | $4,212-46.7% |
| Admin fee / account holder | $9,596 | $9,357+2.6% | $14,255-32.7% | $7,344+30.7% |