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 | $47,323 | $59,097-19.9% | $82,389-42.6% | $74,304-36.3% |
| Participation rate | 83.0% | 52.8%+30.3pp | 69.5%+13.5pp | 60.3%+22.7pp |
| Annual return | 17.16% | 22.85%-5.7pp | 28.67%-11.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,206 | $1,601+37.8% | $2,517-12.3% | $2,241-1.6% |
| Participant deferral / active EE | $4,664 | $2,775+68.0% | $4,155+12.2% | $3,767+23.8% |
| Admin fee / account holder | $3,475 | $4,489-22.6% | $7,231-51.9% | $2,969+17.1% |