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 | $13,855 | $90,503-84.7% | $78,689-82.4% | $273,961-94.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 45.65% | 75.60%-30.0pp | 62.18%-16.5pp | 41.45%+4.2pp |
| Employer contribution / active EE | $2,426 | $3,176-23.6% | $2,851-14.9% | $4,869-50.2% |
| Participant deferral / active EE | $1,419 | $3,901-63.6% | $3,517-59.6% | $5,287-73.2% |
| Admin fee / account holder | $6,217 | $5,263+18.1% | $4,510+37.8% | $10,132-38.6% |