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 | $40,849 | $60,892-32.9% | $82,389-50.4% | $84,808-51.8% |
| Participation rate | 86.2% | 63.3%+22.9pp | 69.5%+16.7pp | 68.3%+17.9pp |
| Annual return | 15.78% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,773 | $1,779-0.3% | $2,517-29.6% | $2,631-32.6% |
| Participant deferral / active EE | $4,342 | $3,179+36.6% | $4,155+4.5% | $4,212+3.1% |
| Admin fee / account holder | $4,759 | $5,467-13.0% | $7,231-34.2% | $7,344-35.2% |