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 | $42,035 | $81,248-48.3% | $155,509-73.0% | $80,856-48.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 10.81% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,317 | $3,100-57.5% | $4,672-71.8% | $2,755-52.2% |
| Participant deferral / active EE | $3,286 | $3,452-4.8% | $5,626-41.6% | $4,296-23.5% |
| Admin fee / account holder | $2,179 | $7,997-72.8% | $15,912-86.3% | $6,918-68.5% |