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 | $44,727 | $87,013-48.6% | $106,213-57.9% | $80,856-44.7% |
| Participation rate | 72.5% | 70.4%+2.1pp | 75.3%-2.7pp | 67.6%+4.9pp |
| Annual return | 12.25% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,106 | $2,395-53.8% | $3,171-65.1% | $2,755-59.8% |
| Participant deferral / active EE | $2,921 | $3,986-26.7% | $5,016-41.8% | $4,296-32.0% |
| Admin fee / account holder | $2,125 | $8,431-74.8% | $11,033-80.7% | $6,918-69.3% |