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 | $59,161 | $109,881-46.2% | $150,045-60.6% | $84,808-30.2% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,447 | $3,561-31.3% | $4,693-47.9% | $2,631-7.0% |
| Participant deferral / active EE | $4,949 | $6,636-25.4% | $7,997-38.1% | $4,212+17.5% |
| Admin fee / account holder | $658 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |