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 | $48,868 | $89,698-45.5% | $103,476-52.8% | $80,856-39.6% |
| Participation rate | 82.5% | 76.0%+6.5pp | 80.5%+2.0pp | 67.6%+14.9pp |
| Annual return | 21.54% | 22.78%-1.2pp | 23.90%-2.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,338 | $4,018-41.8% | $4,672-50.0% | $2,755-15.1% |
| Participant deferral / active EE | $1,867 | $5,456-65.8% | $6,623-71.8% | $4,296-56.5% |
| Admin fee / account holder | $18,961 | $6,768+180.2% | $9,413+101.4% | $6,918+174.1% |