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 | $43,895 | $67,606-35.1% | $82,313-46.7% | $70,131-37.4% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 15.73% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,975 | $1,755+12.5% | $2,428-18.7% | $2,342-15.7% |
| Participant deferral / active EE | $2,807 | $2,987-6.0% | $3,706-24.3% | $3,332-15.7% |
| Admin fee / account holder | $5,393 | $4,512+19.5% | $5,608-3.8% | $4,645+16.1% |