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 | $43,772 | $60,892-28.1% | $82,389-46.9% | $84,808-48.4% |
| Participation rate | 95.7% | 63.3%+32.4pp | 69.5%+26.2pp | 68.3%+27.4pp |
| Annual return | 15.00% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,143 | $1,779+20.4% | $2,517-14.9% | $2,631-18.6% |
| Participant deferral / active EE | $2,915 | $3,179-8.3% | $4,155-29.8% | $4,212-30.8% |
| Admin fee / account holder | $1,342 | $5,467-75.5% | $7,231-81.4% | $7,344-81.7% |