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 | $50,012 | $101,724-50.8% | $164,813-69.7% | $80,856-38.1% |
| Participation rate | 88.6% | 71.8%+16.7pp | 78.6%+10.0pp | 67.6%+20.9pp |
| Annual return | 21.69% | 16.72%+5.0pp | 69.93%-48.2pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,125 | $2,953-28.0% | $4,341-51.0% | $2,755-22.9% |
| Participant deferral / active EE | $4,404 | $4,477-1.6% | $6,031-27.0% | $4,296+2.5% |
| Admin fee / account holder | $2,137 | $8,227-74.0% | $12,690-83.2% | $6,918-69.1% |