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 | $45,125 | $65,041-30.6% | $90,951-50.4% | $79,858-43.5% |
| Participation rate | 87.2% | 61.6%+25.6pp | 69.0%+18.2pp | 69.6%+17.5pp |
| Annual return | 14.14% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,144 | $1,247-8.3% | $2,122-46.1% | $2,471-53.7% |
| Participant deferral / active EE | $4,004 | $2,512+59.4% | $3,373+18.7% | $3,740+7.1% |
| Admin fee / account holder | $2,181 | $4,536-51.9% | $5,959-63.4% | $5,306-58.9% |