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 | $42,457 | $80,717-47.4% | $154,803-72.6% | $84,808-49.9% |
| Participation rate | 80.9% | 66.8%+14.0pp | 78.1%+2.8pp | 68.3%+12.5pp |
| Annual return | 17.41% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,367 | $2,761-14.3% | $4,305-45.0% | $2,631-10.0% |
| Participant deferral / active EE | $6,796 | $3,303+105.8% | $5,540+22.7% | $4,212+61.4% |
| Admin fee / account holder | $2,138 | $6,746-68.3% | $14,329-85.1% | $7,344-70.9% |