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 | $39,178 | $65,365-40.1% | $92,893-57.8% | $72,985-46.3% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.0%+19.4pp | 69.5%+26.0pp |
| Annual return | 19.15% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,167 | $2,594+22.1% | $3,653-13.3% | $2,440+29.8% |
| Participant deferral / active EE | $2,509 | $3,128-19.8% | $4,236-40.8% | $3,607-30.4% |
| Admin fee / account holder | $5,203 | $4,251+22.4% | $5,794-10.2% | $5,124+1.5% |