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 | $46,206 | $109,413-57.8% | $156,263-70.4% | $84,808-45.5% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 20.54% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,438 | $2,907-16.1% | $4,333-43.7% | $2,631-7.3% |
| Participant deferral / active EE | $5,980 | $4,590+30.3% | $6,158-2.9% | $4,212+42.0% |
| Admin fee / account holder | $4,861 | $9,357-48.0% | $14,255-65.9% | $7,344-33.8% |