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 | $44,802 | $72,277-38.0% | $101,248-55.8% | $79,858-43.9% |
| Participation rate | 86.8% | 68.5%+18.4pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 25.40% | 22.30%+3.1pp | 46.47%-21.1pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,296 | $2,692-51.9% | $3,660-64.6% | $2,471-47.6% |
| Participant deferral / active EE | $4,551 | $3,282+38.7% | $4,370+4.1% | $3,740+21.7% |
| Admin fee / account holder | $478 | $4,400-89.1% | $5,945-92.0% | $5,306-91.0% |