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 | $44,734 | $46,869-4.6% | $122,332-63.4% | $70,131-36.2% |
| Participation rate | 88.1% | 58.2%+29.9pp | 71.6%+16.5pp | 69.5%+18.6pp |
| Annual return | 18.01% | 24.22%-6.2pp | 30.27%-12.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,886 | $1,288+46.5% | $4,050-53.4% | $2,342-19.5% |
| Participant deferral / active EE | $3,859 | $2,166+78.1% | $3,287+17.4% | $3,332+15.8% |
| Admin fee / account holder | $767 | $3,322-76.9% | $5,478-86.0% | $4,645-83.5% |