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 | $45,669 | $48,230-5.3% | $67,502-32.3% | $80,856-43.5% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.6%+25.8pp |
| Annual return | 17.35% | 18.28%-0.9pp | 3512.12%-3494.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $807 | $2,020-60.0% | $2,731-70.4% | $2,755-70.7% |
| Participant deferral / active EE | $1,789 | $2,924-38.8% | $4,000-55.3% | $4,296-58.3% |
| Admin fee / account holder | $3,935 | $3,681+6.9% | $3,998-1.6% | $6,918-43.1% |