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 | $42,262 | $77,899-45.7% | $149,673-71.8% | $75,163-43.8% |
| Participation rate | 76.6% | 65.6%+11.0pp | 78.8%-2.2pp | 67.2%+9.4pp |
| Annual return | 14.85% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,575 | $3,137-49.8% | $4,818-67.3% | $2,670-41.0% |
| Participant deferral / active EE | $3,741 | $3,411+9.7% | $5,680-34.1% | $4,125-9.3% |
| Admin fee / account holder | $973 | $5,956-83.7% | $13,210-92.6% | $5,651-82.8% |