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 | $46,633 | $57,016-18.2% | $84,966-45.1% | $80,856-42.3% |
| Participation rate | 70.9% | 56.3%+14.6pp | 67.5%+3.4pp | 67.6%+3.3pp |
| Annual return | 14.87% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,398 | $1,798+144.7% | $2,727+61.3% | $2,755+59.7% |
| Participant deferral / active EE | $7,725 | $3,110+148.4% | $4,519+70.9% | $4,296+79.8% |
| Admin fee / account holder | $539 | $4,980-89.2% | $6,149-91.2% | $6,918-92.2% |