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 | $46,352 | $81,248-43.0% | $155,509-70.2% | $80,856-42.7% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 11.74% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $879 | $3,100-71.6% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $2,211 | $3,452-35.9% | $5,626-60.7% | $4,296-48.5% |
| Admin fee / account holder | $1,720 | $7,997-78.5% | $15,912-89.2% | $6,918-75.1% |