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 | $42,722 | $65,365-34.6% | $92,893-54.0% | $72,985-41.5% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.0%-4.2pp | 69.5%+2.3pp |
| Annual return | 23.67% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,216 | $2,594-14.6% | $3,653-39.3% | $2,440-9.2% |
| Participant deferral / active EE | $3,610 | $3,128+15.4% | $4,236-14.8% | $3,607+0.1% |
| Admin fee / account holder | $3,575 | $4,251-15.9% | $5,794-38.3% | $5,124-30.2% |