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 | $51,595 | $80,717-36.1% | $154,803-66.7% | $84,808-39.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 78.1%-3.7pp | 68.3%+6.1pp |
| Annual return | 15.13% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,826 | $2,761-33.9% | $4,305-57.6% | $2,631-30.6% |
| Participant deferral / active EE | $3,444 | $3,303+4.3% | $5,540-37.8% | $4,212-18.2% |
| Admin fee / account holder | $2,209 | $6,746-67.3% | $14,329-84.6% | $7,344-69.9% |