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 | $49,140 | $72,277-32.0% | $101,248-51.5% | $79,858-38.5% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 18.93% | 22.30%-3.4pp | 46.47%-27.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,693 | $2,692-37.1% | $3,660-53.7% | $2,471-31.5% |
| Participant deferral / active EE | $2,999 | $3,282-8.6% | $4,370-31.4% | $3,740-19.8% |
| Admin fee / account holder | $953 | $4,400-78.3% | $5,945-84.0% | $5,306-82.0% |