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 | $46,105 | $70,475-34.6% | $100,516-54.1% | $79,858-42.3% |
| Participation rate | 81.3% | 73.7%+7.6pp | 79.4%+1.8pp | 69.6%+11.6pp |
| Annual return | 17.73% | 21.90%-4.2pp | 30.89%-13.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $575 | $2,165-73.4% | $3,418-83.2% | $2,471-76.7% |
| Participant deferral / active EE | $5,753 | $5,181+11.0% | $6,270-8.2% | $3,740+53.8% |
| Admin fee / account holder | $2,649 | $4,478-40.9% | $8,081-67.2% | $5,306-50.1% |