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 | $54,143 | $109,413-50.5% | $156,263-65.4% | $84,808-36.2% |
| Participation rate | 98.6% | 72.7%+25.9pp | 78.9%+19.7pp | 68.3%+30.3pp |
| Annual return | 15.80% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,250 | $2,907+11.8% | $4,333-25.0% | $2,631+23.5% |
| Participant deferral / active EE | $5,023 | $4,590+9.4% | $6,158-18.4% | $4,212+19.3% |
| Admin fee / account holder | $3,173 | $9,357-66.1% | $14,255-77.7% | $7,344-56.8% |