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 | $55,279 | $80,717-31.5% | $154,803-64.3% | $84,808-34.8% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 15.84% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,471 | $2,761-10.5% | $4,305-42.6% | $2,631-6.1% |
| Participant deferral / active EE | $3,579 | $3,303+8.4% | $5,540-35.4% | $4,212-15.0% |
| Admin fee / account holder | $15,650 | $6,746+132.0% | $14,329+9.2% | $7,344+113.1% |