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 | $57,938 | $65,685-11.8% | $57,179+1.3% | $273,961-78.9% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 5.28% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,182 | $3,279+58.1% | $2,682+93.2% | $4,869+6.4% |
| Participant deferral / active EE | $6,955 | $3,782+83.9% | $3,096+124.6% | $5,287+31.6% |
| Admin fee / account holder | $1,421 | $4,835-70.6% | $3,139-54.7% | $10,132-86.0% |