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 | $52,849 | $80,717-34.5% | $154,803-65.9% | $84,808-37.7% |
| Participation rate | 98.4% | 66.8%+31.6pp | 78.1%+20.3pp | 68.3%+30.1pp |
| Annual return | 14.16% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,067 | $2,761+11.1% | $4,305-28.8% | $2,631+16.6% |
| Participant deferral / active EE | $5,380 | $3,303+62.9% | $5,540-2.9% | $4,212+27.7% |
| Admin fee / account holder | $9,413 | $6,746+39.5% | $14,329-34.3% | $7,344+28.2% |