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 | $43,900 | $72,277-39.3% | $101,248-56.6% | $79,858-45.0% |
| Participation rate | 92.6% | 68.5%+24.2pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 27.70% | 22.30%+5.4pp | 46.47%-18.8pp | 31.71%-4.0pp |
| Employer contribution / active EE | $1,845 | $2,692-31.4% | $3,660-49.6% | $2,471-25.3% |
| Participant deferral / active EE | $2,011 | $3,282-38.7% | $4,370-54.0% | $3,740-46.2% |
| Admin fee / account holder | $2,905 | $4,400-34.0% | $5,945-51.1% | $5,306-45.3% |