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 | $45,572 | $60,892-25.2% | $82,389-44.7% | $84,808-46.3% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 16.76% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $790 | $1,779-55.6% | $2,517-68.6% | $2,631-70.0% |
| Participant deferral / active EE | $2,122 | $3,179-33.2% | $4,155-48.9% | $4,212-49.6% |
| Admin fee / account holder | $821 | $5,467-85.0% | $7,231-88.6% | $7,344-88.8% |