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 | $42,487 | $117,381-63.8% | $99,443-57.3% | $152,861-72.2% |
| Participation rate | 95.0% | 77.5%+17.5pp | 73.8%+21.2pp | 82.4%+12.6pp |
| Annual return | 30.70% | 31.87%-1.2pp | 30.72%0pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,752 | $3,013-41.8% | $2,540-31.0% | $4,762-63.2% |
| Participant deferral / active EE | $4,562 | $4,086+11.7% | $3,619+26.1% | $5,850-22.0% |
| Admin fee / account holder | $1,487 | $7,631-80.5% | $6,250-76.2% | $11,596-87.2% |