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 | $48,546 | $65,365-25.7% | $92,893-47.7% | $72,985-33.5% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 25.18% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,378 | $2,594-46.9% | $3,653-62.3% | $2,440-43.5% |
| Participant deferral / active EE | $2,105 | $3,128-32.7% | $4,236-50.3% | $3,607-41.7% |
| Admin fee / account holder | $1,629 | $4,251-61.7% | $5,794-71.9% | $5,124-68.2% |