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 | $54,286 | $81,460-33.4% | $103,333-47.5% | $80,856-32.9% |
| Participation rate | 76.2% | 66.8%+9.3pp | 74.5%+1.7pp | 67.6%+8.6pp |
| Annual return | 13.23% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,716 | $3,105-12.5% | $3,868-29.8% | $2,755-1.4% |
| Participant deferral / active EE | $5,609 | $3,869+45.0% | $5,057+10.9% | $4,296+30.6% |
| Admin fee / account holder | $1,472 | $6,566-77.6% | $8,355-82.4% | $6,918-78.7% |