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 | $41,953 | $81,248-48.4% | $155,509-73.0% | $80,856-48.1% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.2%-1.8pp | 67.6%+8.7pp |
| Annual return | 16.77% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,333 | $3,100-57.0% | $4,672-71.5% | $2,755-51.6% |
| Participant deferral / active EE | $3,252 | $3,452-5.8% | $5,626-42.2% | $4,296-24.3% |
| Admin fee / account holder | $2,240 | $7,997-72.0% | $15,912-85.9% | $6,918-67.6% |