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 | $52,338 | $80,717-35.2% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 96.1% | 66.8%+29.2pp | 78.1%+18.0pp | 68.3%+27.7pp |
| Annual return | 13.37% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,791 | $2,761+73.5% | $4,305+11.3% | $2,631+82.1% |
| Participant deferral / active EE | $3,188 | $3,303-3.5% | $5,540-42.5% | $4,212-24.3% |
| Admin fee / account holder | $5,157 | $6,746-23.5% | $14,329-64.0% | $7,344-29.8% |