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 | $45,931 | $58,512-21.5% | $84,015-45.3% | $72,985-37.1% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 19.97% | 28.93%-9.0pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,877 | $1,163+147.4% | $1,983+45.0% | $2,440+17.9% |
| Participant deferral / active EE | $3,207 | $2,394+34.0% | $3,239-1.0% | $3,607-11.1% |
| Admin fee / account holder | $354 | $4,569-92.3% | $6,101-94.2% | $5,124-93.1% |