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 | $47,372 | $54,762-13.5% | $90,281-47.5% | $72,985-35.1% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 18.72% | 30.63%-11.9pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,380 | $2,092+13.8% | $2,854-16.6% | $2,440-2.4% |
| Participant deferral / active EE | $2,583 | $2,887-10.5% | $3,885-33.5% | $3,607-28.4% |
| Admin fee / account holder | $2,806 | $3,972-29.4% | $5,351-47.6% | $5,124-45.2% |