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 | $44,294 | $109,881-59.7% | $150,045-70.5% | $84,808-47.8% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 15.49% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,288 | $3,561-7.7% | $4,693-29.9% | $2,631+25.0% |
| Participant deferral / active EE | $3,755 | $6,636-43.4% | $7,997-53.1% | $4,212-10.9% |
| Admin fee / account holder | $2,191 | $8,568-74.4% | $13,435-83.7% | $7,344-70.2% |