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 | $49,864 | $86,929-42.6% | $102,423-51.3% | $80,856-38.3% |
| Participation rate | 80.4% | 72.4%+8.0pp | 76.5%+3.9pp | 67.6%+12.7pp |
| Annual return | 15.70% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,850 | $2,369-21.9% | $3,023-38.8% | $2,755-32.8% |
| Participant deferral / active EE | $4,521 | $4,118+9.8% | $5,053-10.5% | $4,296+5.2% |
| Admin fee / account holder | $1,429 | $8,049-82.3% | $9,451-84.9% | $6,918-79.3% |