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 | $51,554 | $90,503-43.0% | $78,689-34.5% | $273,961-81.2% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 7.52% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,274 | $3,176-28.4% | $2,851-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $4,566 | $3,901+17.1% | $3,517+29.8% | $5,287-13.6% |
| Admin fee / account holder | $8,192 | $5,263+55.7% | $4,510+81.6% | $10,132-19.1% |