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 | $52,746 | $148,978-64.6% | $200,582-73.7% | $84,808-37.8% |
| Participation rate | 95.0% | 84.2%+10.8pp | 86.9%+8.1pp | 68.3%+26.7pp |
| Annual return | 18.19% | 28.16%-10.0pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,438 | $4,815-28.6% | $6,419-46.4% | $2,631+30.7% |
| Participant deferral / active EE | $6,933 | $7,142-2.9% | $9,331-25.7% | $4,212+64.6% |
| Admin fee / account holder | $14,503 | $13,977+3.8% | $16,305-11.0% | $7,344+97.5% |