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 | $42,620 | $109,881-61.2% | $150,045-71.6% | $84,808-49.7% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 17.49% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,045 | $3,561-42.6% | $4,693-56.4% | $2,631-22.3% |
| Participant deferral / active EE | $3,599 | $6,636-45.8% | $7,997-55.0% | $4,212-14.5% |
| Admin fee / account holder | $2,992 | $8,568-65.1% | $13,435-77.7% | $7,344-59.3% |