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 | $42,215 | $72,277-41.6% | $101,248-58.3% | $79,858-47.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 23.01% | 22.30%+0.7pp | 46.47%-23.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,829 | $2,692-32.0% | $3,660-50.0% | $2,471-26.0% |
| Participant deferral / active EE | $3,918 | $3,282+19.4% | $4,370-10.3% | $3,740+4.8% |
| Admin fee / account holder | $1,067 | $4,400-75.8% | $5,945-82.1% | $5,306-79.9% |