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 | $43,852 | $49,922-12.2% | $80,569-45.6% | $75,163-41.7% |
| Participation rate | 70.5% | 55.3%+15.1pp | 67.0%+3.5pp | 67.2%+3.3pp |
| Annual return | 17.75% | 34.69%-16.9pp | 935.43%-917.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $812 | $1,698-52.2% | $2,723-70.2% | $2,670-69.6% |
| Participant deferral / active EE | $2,396 | $2,990-19.9% | $4,447-46.1% | $4,125-41.9% |
| Admin fee / account holder | $4,140 | $3,577+15.7% | $5,377-23.0% | $5,651-26.7% |