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 | $48,214 | $56,897-15.3% | $84,750-43.1% | $62,891-23.3% |
| Participation rate | 94.0% | 68.5%+25.5pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 14.77% | 6.30%+8.5pp | 22.78%-8.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $5,778 | $2,400+140.8% | $3,574+61.7% | $2,281+153.3% |
| Participant deferral / active EE | $4,770 | $2,709+76.1% | $3,712+28.5% | $3,203+48.9% |
| Admin fee / account holder | $6,365 | $3,581+77.8% | $5,332+19.4% | $4,296+48.2% |