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 | $48,324 | $65,365-26.1% | $92,893-48.0% | $72,985-33.8% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 18.40% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,386 | $2,594-46.6% | $3,653-62.0% | $2,440-43.2% |
| Participant deferral / active EE | $3,681 | $3,128+17.7% | $4,236-13.1% | $3,607+2.0% |
| Admin fee / account holder | $3,863 | $4,251-9.1% | $5,794-33.3% | $5,124-24.6% |