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 | $43,274 | $72,492-40.3% | $87,100-50.3% | $72,985-40.7% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 17.34% | 24.46%-7.1pp | 28.19%-10.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,827 | $1,894-3.5% | $2,521-27.5% | $2,440-25.1% |
| Participant deferral / active EE | $4,128 | $3,270+26.3% | $4,049+2.0% | $3,607+14.4% |
| Admin fee / account holder | $16,423 | $5,055+224.9% | $7,497+119.1% | $5,124+220.5% |