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 | $45,295 | $80,717-43.9% | $154,803-70.7% | $84,808-46.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,849 | $2,761-33.0% | $4,305-57.1% | $2,631-29.7% |
| Participant deferral / active EE | $3,698 | $3,303+11.9% | $5,540-33.3% | $4,212-12.2% |
| Admin fee / account holder | $10,543 | $6,746+56.3% | $14,329-26.4% | $7,344+43.6% |