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 | $43,195 | $80,968-46.7% | $96,544-55.3% | $75,163-42.5% |
| Participation rate | 93.2% | 71.8%+21.4pp | 76.0%+17.2pp | 67.2%+26.0pp |
| Annual return | 19.44% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,499 | $2,282+53.4% | $2,965+18.0% | $2,670+31.1% |
| Participant deferral / active EE | $6,973 | $3,928+77.5% | $4,851+43.7% | $4,125+69.0% |
| Admin fee / account holder | $1,941 | $6,724-71.1% | $8,252-76.5% | $5,651-65.6% |