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 | $52,691 | $109,413-51.8% | $156,263-66.3% | $84,808-37.9% |
| Participation rate | 90.5% | 72.7%+17.8pp | 78.9%+11.6pp | 68.3%+22.2pp |
| Annual return | 28.29% | 20.18%+8.1pp | 59.47%-31.2pp | 40.90%-12.6pp |
| Employer contribution / active EE | $1,810 | $2,907-37.7% | $4,333-58.2% | $2,631-31.2% |
| Participant deferral / active EE | $7,479 | $4,590+63.0% | $6,158+21.4% | $4,212+77.6% |
| Admin fee / account holder | $3,531 | $9,357-62.3% | $14,255-75.2% | $7,344-51.9% |