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 | $48,044 | $56,277-14.6% | $80,975-40.7% | $62,891-23.6% |
| Participation rate | 77.4% | 69.0%+8.5pp | 75.8%+1.6pp | 69.3%+8.1pp |
| Annual return | 5.97% | 22.12%-16.2pp | 17.10%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,306 | $1,943+18.7% | $3,714-37.9% | $2,281+1.1% |
| Participant deferral / active EE | $4,113 | $4,195-2.0% | $5,696-27.8% | $3,203+28.4% |
| Admin fee / account holder | $1,244 | $3,741-66.8% | $5,516-77.5% | $4,296-71.0% |