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 | $40,187 | $64,480-37.7% | $81,382-50.6% | $80,856-50.3% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.6%+12.4pp |
| Annual return | 15.12% | 16.34%-1.2pp | 24.73%-9.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,434 | $1,978-27.5% | $2,463-41.8% | $2,755-48.0% |
| Participant deferral / active EE | $3,382 | $3,094+9.3% | $3,883-12.9% | $4,296-21.3% |
| Admin fee / account holder | $326 | $5,671-94.2% | $5,768-94.3% | $6,918-95.3% |