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 | $49,312 | $101,724-51.5% | $164,813-70.1% | $80,856-39.0% |
| Participation rate | 78.3% | 71.8%+6.4pp | 78.6%-0.3pp | 67.6%+10.6pp |
| Annual return | 11.83% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,634 | $2,953-44.7% | $4,341-62.4% | $2,755-40.7% |
| Participant deferral / active EE | $4,254 | $4,477-5.0% | $6,031-29.5% | $4,296-1.0% |
| Admin fee / account holder | $8,462 | $8,227+2.8% | $12,690-33.3% | $6,918+22.3% |