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 9-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 | $43,665 | $71,050-38.5% | $93,606-53.4% | $80,856-46.0% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,553 | $1,564-0.7% | $2,420-35.8% | $2,755-43.6% |
| Participant deferral / active EE | $3,153 | $4,034-21.8% | $4,411-28.5% | $4,296-26.6% |
| Admin fee / account holder | $1,341 | $6,945-80.7% | $8,285-83.8% | $6,918-80.6% |