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 | $46,713 | $86,286-45.9% | $111,297-58.0% | $85,850-45.6% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 12.24% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,192 | $2,043-41.7% | $2,731-56.4% | $2,565-53.5% |
| Participant deferral / active EE | $3,178 | $3,641-12.7% | $4,487-29.2% | $3,952-19.6% |
| Admin fee / account holder | $5,485 | $8,188-33.0% | $7,964-31.1% | $6,260-12.4% |