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 | $53,584 | $60,349-11.2% | $74,183-27.8% | $62,891-14.8% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 10.22% | 21.37%-11.2pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,348 | $1,680-19.7% | $2,370-43.1% | $2,281-40.9% |
| Participant deferral / active EE | $3,037 | $2,856+6.3% | $3,550-14.4% | $3,203-5.2% |
| Admin fee / account holder | $2,794 | $4,261-34.4% | $5,586-50.0% | $4,296-35.0% |