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 | $53,879 | $78,422-31.3% | $95,952-43.8% | $79,858-32.5% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.7pp |
| Annual return | 14.53% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,444 | $1,945-25.7% | $2,541-43.2% | $2,471-41.5% |
| Participant deferral / active EE | $3,180 | $3,440-7.6% | $4,167-23.7% | $3,740-15.0% |
| Admin fee / account holder | $2,578 | $5,622-54.1% | $6,795-62.1% | $5,306-51.4% |