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 | $42,245 | $54,762-22.9% | $90,281-53.2% | $72,985-42.1% |
| Participation rate | 91.8% | 65.1%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 22.55% | 30.63%-8.1pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $968 | $2,092-53.7% | $2,854-66.1% | $2,440-60.3% |
| Participant deferral / active EE | $2,891 | $2,887+0.2% | $3,885-25.6% | $3,607-19.8% |
| Admin fee / account holder | $12,922 | $3,972+225.3% | $5,351+141.5% | $5,124+152.2% |