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 | $47,939 | $68,547-30.1% | $120,354-60.2% | $80,856-40.7% |
| Participation rate | 81.3% | 61.6%+19.6pp | 71.9%+9.3pp | 67.6%+13.6pp |
| Annual return | 15.83% | 23.60%-7.8pp | 107.15%-91.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,312 | $2,051+12.7% | $3,463-33.2% | $2,755-16.1% |
| Participant deferral / active EE | $2,337 | $3,173-26.4% | $4,991-53.2% | $4,296-45.6% |
| Admin fee / account holder | $5,314 | $5,732-7.3% | $9,423-43.6% | $6,918-23.2% |