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 | $48,896 | $79,944-38.8% | $98,439-50.3% | $75,163-34.9% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.2%+7.7pp | 67.2%+15.7pp |
| Annual return | 19.49% | 19.75%-0.3pp | 21.16%-1.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,839 | $2,264-18.8% | $3,048-39.7% | $2,670-31.1% |
| Participant deferral / active EE | $2,867 | $3,752-23.6% | $4,738-39.5% | $4,125-30.5% |
| Admin fee / account holder | $2,636 | $6,840-61.5% | $8,948-70.5% | $5,651-53.3% |