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 9-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 | $41,328 | $81,460-49.3% | $103,333-60.0% | $80,856-48.9% |
| Participation rate | 80.5% | 66.8%+13.6pp | 74.5%+6.0pp | 67.6%+12.8pp |
| Annual return | 13.66% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,560 | $3,105-17.5% | $3,868-33.8% | $2,755-7.1% |
| Participant deferral / active EE | $5,345 | $3,869+38.2% | $5,057+5.7% | $4,296+24.4% |
| Admin fee / account holder | $3,215 | $6,566-51.0% | $8,355-61.5% | $6,918-53.5% |