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 | $41,860 | $54,541-23.3% | $78,778-46.9% | $70,131-40.3% |
| Participation rate | 85.5% | 60.8%+24.7pp | 69.2%+16.3pp | 69.5%+15.9pp |
| Annual return | 22.75% | 21.07%+1.7pp | 35.62%-12.9pp | 73.14%-50.4pp |
| Employer contribution / active EE | $875 | $1,089-19.6% | $1,986-56.0% | $2,342-62.7% |
| Participant deferral / active EE | $3,405 | $2,210+54.1% | $2,958+15.1% | $3,332+2.2% |
| Admin fee / account holder | $2,463 | $3,709-33.6% | $5,134-52.0% | $4,645-47.0% |