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 | $43,765 | $48,076-9.0% | $78,689-44.4% | $62,891-30.4% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 8.07% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,798 | $2,015-10.8% | $2,851-36.9% | $2,281-21.2% |
| Participant deferral / active EE | $906 | $2,588-65.0% | $3,517-74.2% | $3,203-71.7% |
| Admin fee / account holder | $1,819 | $3,207-43.3% | $4,510-59.7% | $4,296-57.7% |