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 | $42,129 | $72,277-41.7% | $101,248-58.4% | $79,858-47.2% |
| Participation rate | 90.4% | 68.5%+22.0pp | 75.8%+14.6pp | 69.6%+20.8pp |
| Annual return | 16.51% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,423 | $2,692-10.0% | $3,660-33.8% | $2,471-1.9% |
| Participant deferral / active EE | $5,067 | $3,282+54.4% | $4,370+16.0% | $3,740+35.5% |
| Admin fee / account holder | $4,165 | $4,400-5.3% | $5,945-29.9% | $5,306-21.5% |