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 | $45,421 | $106,515-57.4% | $96,683-53.0% | $139,434-67.4% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,038 | $4,103-50.3% | $3,737-45.5% | $4,751-57.1% |
| Participant deferral / active EE | $4,461 | $5,454-18.2% | $4,878-8.6% | $6,710-33.5% |
| Admin fee / account holder | $12,700 | $7,877+61.2% | $6,730+88.7% | $11,403+11.4% |