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 | $55,726 | $148,978-62.6% | $200,582-72.2% | $84,808-34.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 15.65% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,420 | $4,815-49.7% | $6,419-62.3% | $2,631-8.0% |
| Participant deferral / active EE | $4,960 | $7,142-30.6% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $440 | $13,977-96.8% | $16,305-97.3% | $7,344-94.0% |