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 | $44,953 | $81,248-44.7% | $155,509-71.1% | $80,856-44.4% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 13.22% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,117 | $3,100-31.7% | $4,672-54.7% | $2,755-23.1% |
| Participant deferral / active EE | $5,424 | $3,452+57.2% | $5,626-3.6% | $4,296+26.3% |
| Admin fee / account holder | $787 | $7,997-90.2% | $15,912-95.1% | $6,918-88.6% |