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 | $47,977 | $72,277-33.6% | $101,248-52.6% | $79,858-39.9% |
| Participation rate | 84.1% | 68.5%+15.7pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 14.44% | 22.30%-7.9pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,252 | $2,692-53.5% | $3,660-65.8% | $2,471-49.3% |
| Participant deferral / active EE | $2,934 | $3,282-10.6% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $3,751 | $4,400-14.8% | $5,945-36.9% | $5,306-29.3% |