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 | $54,113 | $123,793-56.3% | $177,821-69.6% | $79,858-32.2% |
| Participation rate | 74.3% | 84.7%-10.4pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 12.46% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,993 | $4,095-26.9% | $5,918-49.4% | $2,471+21.1% |
| Participant deferral / active EE | $3,763 | $5,956-36.8% | $7,714-51.2% | $3,740+0.6% |
| Admin fee / account holder | $825 | $7,243-88.6% | $12,427-93.4% | $5,306-84.5% |