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 | $43,931 | $46,869-6.3% | $122,332-64.1% | $70,131-37.4% |
| Participation rate | 73.7% | 58.2%+15.5pp | 71.6%+2.1pp | 69.5%+4.1pp |
| Annual return | 15.29% | 24.22%-8.9pp | 30.27%-15.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,919 | $1,288+49.0% | $4,050-52.6% | $2,342-18.1% |
| Participant deferral / active EE | $4,004 | $2,166+84.8% | $3,287+21.8% | $3,332+20.2% |
| Admin fee / account holder | $3,159 | $3,322-4.9% | $5,478-42.3% | $4,645-32.0% |