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 | $49,209 | $51,175-3.8% | $70,515-30.2% | $75,163-34.5% |
| Participation rate | 78.9% | 60.9%+18.0pp | 68.3%+10.6pp | 67.2%+11.8pp |
| Annual return | 17.90% | 30.02%-12.1pp | 32.77%-14.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,498 | $1,826+36.8% | $2,973-16.0% | $2,670-6.4% |
| Participant deferral / active EE | $2,636 | $2,849-7.5% | $4,567-42.3% | $4,125-36.1% |
| Admin fee / account holder | $2,976 | $4,091-27.3% | $6,412-53.6% | $5,651-47.3% |