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 | $45,695 | $109,881-58.4% | $150,045-69.5% | $84,808-46.1% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 22.52% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,572 | $3,561-27.8% | $4,693-45.2% | $2,631-2.2% |
| Participant deferral / active EE | $5,357 | $6,636-19.3% | $7,997-33.0% | $4,212+27.2% |
| Admin fee / account holder | $923 | $8,568-89.2% | $13,435-93.1% | $7,344-87.4% |