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 | $45,542 | $80,717-43.6% | $154,803-70.6% | $84,808-46.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 15.16% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,801 | $2,761-34.8% | $4,305-58.2% | $2,631-31.6% |
| Participant deferral / active EE | $1,909 | $3,303-42.2% | $5,540-65.6% | $4,212-54.7% |
| Admin fee / account holder | $886 | $6,746-86.9% | $14,329-93.8% | $7,344-87.9% |