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 | $42,319 | $85,766-50.7% | $136,294-69.0% | $70,131-39.7% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 17.51% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,198 | $2,966-25.9% | $4,695-53.2% | $2,342-6.2% |
| Participant deferral / active EE | $4,362 | $5,051-13.7% | $6,247-30.2% | $3,332+30.9% |
| Admin fee / account holder | $8,808 | $5,420+62.5% | $9,243-4.7% | $4,645+89.6% |