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 | $44,452 | $80,717-44.9% | $154,803-71.3% | $84,808-47.6% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 13.62% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,480 | $2,761-10.2% | $4,305-42.4% | $2,631-5.8% |
| Participant deferral / active EE | $1,025 | $3,303-69.0% | $5,540-81.5% | $4,212-75.7% |
| Admin fee / account holder | $1,928 | $6,746-71.4% | $14,329-86.5% | $7,344-73.7% |