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 | $46,882 | $58,851-20.3% | $115,157-59.3% | $72,985-35.8% |
| Participation rate | 94.7% | 65.5%+29.2pp | 75.9%+18.8pp | 69.5%+25.3pp |
| Annual return | 19.54% | 23.16%-3.6pp | 35.60%-16.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,788 | $1,798-0.5% | $3,179-43.7% | $2,440-26.7% |
| Participant deferral / active EE | $3,694 | $2,643+39.8% | $4,168-11.4% | $3,607+2.4% |
| Admin fee / account holder | $1,063 | $6,370-83.3% | $7,088-85.0% | $5,124-79.3% |