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 | $45,992 | $95,803-52.0% | $113,168-59.4% | $84,808-45.8% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 13.06% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,407 | $2,360+44.4% | $2,975+14.5% | $2,631+29.5% |
| Participant deferral / active EE | $5,053 | $4,242+19.1% | $5,107-1.1% | $4,212+20.0% |
| Admin fee / account holder | $3,207 | $8,989-64.3% | $12,068-73.4% | $7,344-56.3% |