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 | $41,981 | $81,248-48.3% | $155,509-73.0% | $80,856-48.1% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.6%+26.0pp |
| Annual return | 11.66% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,323 | $3,100-25.1% | $4,672-50.3% | $2,755-15.7% |
| Participant deferral / active EE | $3,775 | $3,452+9.4% | $5,626-32.9% | $4,296-12.1% |
| Admin fee / account holder | $1,811 | $7,997-77.4% | $15,912-88.6% | $6,918-73.8% |