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 | $40,703 | $46,553-12.6% | $64,056-36.5% | $75,163-45.8% |
| Participation rate | 84.7% | 65.9%+18.8pp | 72.3%+12.4pp | 67.2%+17.6pp |
| Annual return | 12.54% | 26.03%-13.5pp | 33.69%-21.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,732 | $1,974-12.3% | $2,747-36.9% | $2,670-35.1% |
| Participant deferral / active EE | $3,874 | $2,837+36.6% | $3,880-0.2% | $4,125-6.1% |
| Admin fee / account holder | $1,411 | $2,952-52.2% | $3,068-54.0% | $5,651-75.0% |