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 9-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 | $49,853 | $80,673-38.2% | $101,326-50.8% | $84,808-41.2% |
| Participation rate | 79.3% | 77.8%+1.5pp | 81.5%-2.2pp | 68.3%+11.0pp |
| Annual return | 17.13% | 38.95%-21.8pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,623 | $2,698-2.8% | $3,665-28.4% | $2,631-0.3% |
| Participant deferral / active EE | $5,088 | $6,840-25.6% | $7,994-36.4% | $4,212+20.8% |
| Admin fee / account holder | $6,106 | $12,784-52.2% | $11,185-45.4% | $7,344-16.9% |