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 | $45,400 | $40,256+12.8% | $57,343-20.8% | $59,632-23.9% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.3pp | 68.7%+29.8pp |
| Annual return | 1.93% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,869 | $1,922-2.8% | $2,689-30.5% | $2,203-15.2% |
| Participant deferral / active EE | $1,648 | $2,399-31.3% | $3,162-47.9% | $3,192-48.4% |
| Admin fee / account holder | $539 | $2,818-80.9% | $3,356-83.9% | $4,297-87.5% |