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 | $49,357 | $78,103-36.8% | $289,028-82.9% | $116,875-57.8% |
| Participation rate | 84.5% | 69.5%+15.0pp | 78.0%+6.6pp | 74.5%+10.0pp |
| Annual return | 14.55% | 15.26%-0.7pp | 243.94%-229.4pp | 16.29%-1.7pp |
| Employer contribution / active EE | $2,143 | $2,718-21.2% | $6,326-66.1% | $3,288-34.8% |
| Participant deferral / active EE | $4,233 | $2,921+44.9% | $4,804-11.9% | $3,885+9.0% |
| Admin fee / account holder | $3,263 | $8,683-62.4% | $14,050-76.8% | $12,263-73.4% |