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 | $46,711 | $163,101-71.4% | $136,749-65.8% | $142,382-67.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 14.04% | 27.54%-13.5pp | 24.33%-10.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,878 | $4,117-54.4% | $3,400-44.8% | $4,299-56.3% |
| Participant deferral / active EE | $3,779 | $5,585-32.3% | $4,692-19.5% | $6,507-41.9% |
| Admin fee / account holder | $38,483 | $14,318+168.8% | $11,386+238.0% | $12,624+204.8% |