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 9-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 | $43,805 | $81,460-46.2% | $103,333-57.6% | $80,856-45.8% |
| Participation rate | 74.0% | 66.8%+7.2pp | 74.5%-0.5pp | 67.6%+6.4pp |
| Annual return | 19.46% | 25.55%-6.1pp | 24.88%-5.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,812 | $3,105-41.6% | $3,868-53.1% | $2,755-34.2% |
| Participant deferral / active EE | $3,819 | $3,869-1.3% | $5,057-24.5% | $4,296-11.1% |
| Admin fee / account holder | $11,715 | $6,566+78.4% | $8,355+40.2% | $6,918+69.3% |