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 | $51,234 | $71,050-27.9% | $93,606-45.3% | $80,856-36.6% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 13.19% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,079 | $1,564+33.0% | $2,420-14.1% | $2,755-24.5% |
| Participant deferral / active EE | $3,213 | $4,034-20.3% | $4,411-27.2% | $4,296-25.2% |
| Admin fee / account holder | $2,646 | $6,945-61.9% | $8,285-68.1% | $6,918-61.8% |