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 | $46,393 | $87,013-46.7% | $106,213-56.3% | $80,856-42.6% |
| Participation rate | 78.7% | 70.4%+8.3pp | 75.3%+3.4pp | 67.6%+11.1pp |
| Annual return | 21.20% | 17.05%+4.1pp | 116.14%-94.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,536 | $2,395-35.9% | $3,171-51.6% | $2,755-44.3% |
| Participant deferral / active EE | $3,196 | $3,986-19.8% | $5,016-36.3% | $4,296-25.6% |
| Admin fee / account holder | $4,171 | $8,431-50.5% | $11,033-62.2% | $6,918-39.7% |