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 | $45,385 | $49,915-9.1% | $154,803-70.7% | $74,304-38.9% |
| Participation rate | 79.0% | 54.0%+25.0pp | 78.1%+0.9pp | 60.3%+18.6pp |
| Annual return | 15.67% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,275 | $1,611-20.9% | $4,305-70.4% | $2,241-43.1% |
| Participant deferral / active EE | $2,298 | $2,255+1.9% | $5,540-58.5% | $3,767-39.0% |
| Admin fee / account holder | $2,075 | $2,189-5.2% | $14,329-85.5% | $2,969-30.1% |