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 | $44,659 | $76,367-41.5% | $93,606-52.3% | $72,985-38.8% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 18.80% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,821 | $2,275-20.0% | $2,718-33.0% | $2,440-25.4% |
| Participant deferral / active EE | $5,080 | $3,538+43.6% | $4,069+24.9% | $3,607+40.8% |
| Admin fee / account holder | $516 | $6,838-92.5% | $7,888-93.5% | $5,124-89.9% |