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 | $45,092 | $65,365-31.0% | $92,893-51.5% | $72,985-38.2% |
| Participation rate | 91.0% | 68.3%+22.7pp | 76.0%+15.0pp | 69.5%+21.5pp |
| Annual return | 20.37% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $602 | $2,594-76.8% | $3,653-83.5% | $2,440-75.3% |
| Participant deferral / active EE | $3,378 | $3,128+8.0% | $4,236-20.3% | $3,607-6.4% |
| Admin fee / account holder | $2,559 | $4,251-39.8% | $5,794-55.8% | $5,124-50.1% |