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 8-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 | $46,191 | $66,098-30.1% | $101,794-54.6% | $74,304-37.8% |
| Participation rate | 79.0% | 53.8%+25.2pp | 69.2%+9.8pp | 60.3%+18.7pp |
| Annual return | 17.11% | 19.59%-2.5pp | 30.53%-13.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $967 | $1,082-10.6% | $2,289-57.8% | $2,241-56.9% |
| Participant deferral / active EE | $2,921 | $2,781+5.0% | $4,084-28.5% | $3,767-22.5% |
| Admin fee / account holder | $3,413 | $4,146-17.7% | $8,777-61.1% | $2,969+14.9% |