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 | $53,152 | $72,492-26.7% | $87,100-39.0% | $72,985-27.2% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,321 | $1,894-30.2% | $2,521-47.6% | $2,440-45.9% |
| Participant deferral / active EE | $2,751 | $3,270-15.9% | $4,049-32.0% | $3,607-23.7% |
| Admin fee / account holder | $1,494 | $5,055-70.4% | $7,497-80.1% | $5,124-70.9% |