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 | $41,671 | $58,828-29.2% | $77,999-46.6% | $62,891-33.7% |
| Participation rate | 97.6% | 71.1%+26.6pp | 75.5%+22.1pp | 69.3%+28.3pp |
| Annual return | 6.36% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,339 | $1,672-19.9% | $2,470-45.8% | $2,281-41.3% |
| Participant deferral / active EE | $2,853 | $2,686+6.2% | $3,497-18.4% | $3,203-10.9% |
| Admin fee / account holder | $1,129 | $4,393-74.3% | $5,480-79.4% | $4,296-73.7% |