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 | $55,867 | $81,460-31.4% | $103,333-45.9% | $80,856-30.9% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.6%+30.7pp |
| Annual return | 11.60% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,543 | $3,105-18.1% | $3,868-34.2% | $2,755-7.7% |
| Participant deferral / active EE | $4,768 | $3,869+23.2% | $5,057-5.7% | $4,296+11.0% |
| Admin fee / account holder | $396 | $6,566-94.0% | $8,355-95.3% | $6,918-94.3% |