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 | $53,722 | $83,477-35.6% | $125,175-57.1% | $72,985-26.4% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.5%+26.8pp |
| Annual return | 17.57% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,053 | $2,345-12.5% | $3,865-46.9% | $2,440-15.9% |
| Participant deferral / active EE | $4,809 | $3,585+34.1% | $4,937-2.6% | $3,607+33.3% |
| Admin fee / account holder | $6,624 | $5,517+20.1% | $9,702-31.7% | $5,124+29.3% |