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 | $47,887 | $60,022-20.2% | $88,946-46.2% | $84,808-43.5% |
| Participation rate | 73.8% | 57.8%+15.9pp | 68.8%+4.9pp | 68.3%+5.4pp |
| Annual return | 19.02% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,690 | $1,703-0.7% | $2,555-33.8% | $2,631-35.7% |
| Participant deferral / active EE | $3,316 | $3,114+6.5% | $4,581-27.6% | $4,212-21.3% |
| Admin fee / account holder | $2,482 | $4,811-48.4% | $8,261-69.9% | $7,344-66.2% |