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 | $51,590 | $123,793-58.3% | $177,821-71.0% | $79,858-35.4% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 13.41% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,283 | $4,095-44.2% | $5,918-61.4% | $2,471-7.6% |
| Participant deferral / active EE | $2,924 | $5,956-50.9% | $7,714-62.1% | $3,740-21.8% |
| Admin fee / account holder | $1,025 | $7,243-85.9% | $12,427-91.8% | $5,306-80.7% |