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 | $40,423 | $58,828-31.3% | $77,999-48.2% | $62,891-35.7% |
| Participation rate | 98.6% | 71.1%+27.5pp | 75.5%+23.0pp | 69.3%+29.2pp |
| Annual return | 5.43% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,310 | $1,672-21.7% | $2,470-47.0% | $2,281-42.6% |
| Participant deferral / active EE | $1,636 | $2,686-39.1% | $3,497-53.2% | $3,203-48.9% |
| Admin fee / account holder | $3,879 | $4,393-11.7% | $5,480-29.2% | $4,296-9.7% |