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 | $54,278 | $138,347-60.8% | $184,203-70.5% | $80,856-32.9% |
| Participation rate | 76.7% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 19.21% | 20.02%-0.8pp | 28.81%-9.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,227 | $4,850-54.1% | $6,427-65.4% | $2,755-19.2% |
| Participant deferral / active EE | $5,368 | $7,071-24.1% | $9,131-41.2% | $4,296+25.0% |
| Admin fee / account holder | $2,064 | $10,483-80.3% | $13,901-85.2% | $6,918-70.2% |