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 | $54,003 | $95,803-43.6% | $113,168-52.3% | $84,808-36.3% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 18.08% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,460 | $2,360+4.3% | $2,975-17.3% | $2,631-6.5% |
| Participant deferral / active EE | $5,419 | $4,242+27.7% | $5,107+6.1% | $4,212+28.7% |
| Admin fee / account holder | $3,010 | $8,989-66.5% | $12,068-75.1% | $7,344-59.0% |