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 7-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 | $46,641 | $64,480-27.7% | $81,382-42.7% | $80,856-42.3% |
| Participation rate | 80.8% | 63.9%+16.9pp | 69.5%+11.3pp | 67.6%+13.1pp |
| Annual return | 17.04% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,117 | $1,978+7.0% | $2,463-14.0% | $2,755-23.1% |
| Participant deferral / active EE | $6,117 | $3,094+97.7% | $3,883+57.5% | $4,296+42.4% |
| Admin fee / account holder | $1,904 | $5,671-66.4% | $5,768-67.0% | $6,918-72.5% |