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 | $45,319 | $86,286-47.5% | $111,297-59.3% | $85,850-47.2% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 13.67% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $840 | $2,043-58.9% | $2,731-69.2% | $2,565-67.3% |
| Participant deferral / active EE | $1,833 | $3,641-49.7% | $4,487-59.2% | $3,952-53.6% |
| Admin fee / account holder | $4,548 | $8,188-44.4% | $7,964-42.9% | $6,260-27.3% |