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 | $39,934 | $76,367-47.7% | $93,606-57.3% | $72,985-45.3% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 23.35% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,148 | $2,275-5.6% | $2,718-21.0% | $2,440-12.0% |
| Participant deferral / active EE | $4,261 | $3,538+20.4% | $4,069+4.7% | $3,607+18.1% |
| Admin fee / account holder | $1,413 | $6,838-79.3% | $7,888-82.1% | $5,124-72.4% |