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 | $45,405 | $87,013-47.8% | $106,213-57.3% | $80,856-43.8% |
| Participation rate | 85.1% | 70.4%+14.6pp | 75.3%+9.8pp | 67.6%+17.4pp |
| Annual return | 14.35% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,969 | $2,395-17.8% | $3,171-37.9% | $2,755-28.5% |
| Participant deferral / active EE | $3,161 | $3,986-20.7% | $5,016-37.0% | $4,296-26.4% |
| Admin fee / account holder | $2,070 | $8,431-75.5% | $11,033-81.2% | $6,918-70.1% |