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 | $45,230 | $80,717-44.0% | $154,803-70.8% | $84,808-46.7% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 16.83% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,535 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $4,245 | $3,303+28.5% | $5,540-23.4% | $4,212+0.8% |
| Admin fee / account holder | $1,363 | $6,746-79.8% | $14,329-90.5% | $7,344-81.4% |