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 | $49,654 | $56,897-12.7% | $84,750-41.4% | $62,891-21.0% |
| Participation rate | 87.1% | 68.5%+18.5pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 5.32% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,222 | $2,400-7.4% | $3,574-37.8% | $2,281-2.6% |
| Participant deferral / active EE | $3,827 | $2,709+41.2% | $3,712+3.1% | $3,203+19.5% |
| Admin fee / account holder | $1,276 | $3,581-64.4% | $5,332-76.1% | $4,296-70.3% |