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 | $44,654 | $109,413-59.2% | $156,263-71.4% | $84,808-47.3% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 15.17% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,716 | $2,907-6.6% | $4,333-37.3% | $2,631+3.2% |
| Participant deferral / active EE | $3,795 | $4,590-17.3% | $6,158-38.4% | $4,212-9.9% |
| Admin fee / account holder | $3,617 | $9,357-61.3% | $14,255-74.6% | $7,344-50.7% |