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 | $50,106 | $73,981-32.3% | $105,722-52.6% | $62,891-20.3% |
| Participation rate | 85.2% | 71.7%+13.5pp | 78.9%+6.3pp | 69.3%+15.9pp |
| Annual return | 5.52% | 17.60%-12.1pp | 12.25%-6.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,556 | $2,856-45.5% | $4,079-61.9% | $2,281-31.8% |
| Participant deferral / active EE | $3,980 | $4,038-1.5% | $5,326-25.3% | $3,203+24.2% |
| Admin fee / account holder | $6,880 | $5,976+15.1% | $8,308-17.2% | $4,296+60.2% |