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 | $48,884 | $48,076+1.7% | $78,689-37.9% | $62,891-22.3% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 6.45% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,079 | $2,015-46.4% | $2,851-62.1% | $2,281-52.7% |
| Participant deferral / active EE | $2,090 | $2,588-19.2% | $3,517-40.6% | $3,203-34.7% |
| Admin fee / account holder | $3,244 | $3,207+1.2% | $4,510-28.1% | $4,296-24.5% |