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 9-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 | $51,154 | $95,803-46.6% | $113,168-54.8% | $84,808-39.7% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 15.85% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,194 | $2,360-49.4% | $2,975-59.9% | $2,631-54.6% |
| Participant deferral / active EE | $4,276 | $4,242+0.8% | $5,107-16.3% | $4,212+1.5% |
| Admin fee / account holder | $3,703 | $8,989-58.8% | $12,068-69.3% | $7,344-49.6% |