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 | $45,735 | $90,503-49.5% | $78,689-41.9% | $273,961-83.3% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 3.71% | 75.60%-71.9pp | 62.18%-58.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $3,998 | $3,176+25.9% | $2,851+40.3% | $4,869-17.9% |
| Participant deferral / active EE | $2,575 | $3,901-34.0% | $3,517-26.8% | $5,287-51.3% |
| Admin fee / account holder | $3,918 | $5,263-25.6% | $4,510-13.1% | $10,132-61.3% |