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 | $48,106 | $45,073+6.7% | $69,455-30.7% | $72,985-34.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 14.66% | 22.65%-8.0pp | 28.97%-14.3pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,964 | $2,054+44.3% | $2,779+6.7% | $2,440+21.5% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,014 | $3,056-34.1% | $3,839-47.5% | $5,124-60.7% |