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 | $42,813 | $73,933-42.1% | $96,683-55.7% | $75,163-43.0% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 15.75% | 26.70%-11.0pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,664 | $2,928-9.0% | $3,737-28.7% | $2,670-0.2% |
| Participant deferral / active EE | $4,148 | $3,659+13.4% | $4,878-15.0% | $4,125+0.6% |
| Admin fee / account holder | $1,158 | $5,216-77.8% | $6,730-82.8% | $5,651-79.5% |