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 | $42,669 | $55,706-23.4% | $75,886-43.8% | $72,985-41.5% |
| Participation rate | 97.0% | 61.1%+35.8pp | 69.3%+27.7pp | 69.5%+27.5pp |
| Annual return | 17.41% | 27.59%-10.2pp | 30.76%-13.3pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,116 | $1,687-33.8% | $2,500-55.4% | $2,440-54.2% |
| Participant deferral / active EE | $3,442 | $2,634+30.7% | $3,603-4.5% | $3,607-4.6% |
| Admin fee / account holder | $3,698 | $3,978-7.1% | $5,418-31.8% | $5,124-27.8% |