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 | $44,050 | $80,673-45.4% | $101,326-56.5% | $84,808-48.1% |
| Participation rate | 96.7% | 77.8%+18.9pp | 81.5%+15.2pp | 68.3%+28.4pp |
| Annual return | 19.97% | 38.95%-19.0pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,337 | $2,698+23.7% | $3,665-9.0% | $2,631+26.8% |
| Participant deferral / active EE | $8,408 | $6,840+22.9% | $7,994+5.2% | $4,212+99.6% |
| Admin fee / account holder | $5,225 | $12,784-59.1% | $11,185-53.3% | $7,344-28.9% |