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 | $44,757 | $110,257-59.4% | $96,544-53.6% | $139,434-67.9% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 16.18% | 26.32%-10.1pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,867 | $3,620-48.4% | $2,965-37.0% | $4,751-60.7% |
| Participant deferral / active EE | $2,973 | $5,548-46.4% | $4,851-38.7% | $6,710-55.7% |
| Admin fee / account holder | $1,186 | $11,591-89.8% | $8,252-85.6% | $11,403-89.6% |