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 | $46,099 | $86,944-47.0% | $107,525-57.1% | $74,304-38.0% |
| Participation rate | 77.6% | 59.6%+18.0pp | 75.1%+2.5pp | 60.3%+17.2pp |
| Annual return | 13.35% | 23.52%-10.2pp | 181.32%-168.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,865 | $2,757-32.3% | $3,754-50.3% | $2,241-16.8% |
| Participant deferral / active EE | $3,993 | $3,554+12.3% | $5,116-22.0% | $3,767+6.0% |
| Admin fee / account holder | $2,044 | $3,727-45.2% | $8,919-77.1% | $2,969-31.2% |