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 | $51,491 | $138,347-62.8% | $184,203-72.0% | $80,856-36.3% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,239 | $4,850-53.8% | $6,427-65.2% | $2,755-18.7% |
| Participant deferral / active EE | $3,303 | $7,071-53.3% | $9,131-63.8% | $4,296-23.1% |
| Admin fee / account holder | $6,820 | $10,483-34.9% | $13,901-50.9% | $6,918-1.4% |