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 | $43,544 | $91,037-52.2% | $71,671-39.2% | $147,584-70.5% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 25.06% | 20.48%+4.6pp | 20.65%+4.4pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,850 | $3,327-44.4% | $2,460-24.8% | $4,876-62.1% |
| Participant deferral / active EE | $3,948 | $4,498-12.2% | $3,438+14.8% | $5,439-27.4% |
| Admin fee / account holder | $2,990 | $8,613-65.3% | $5,558-46.2% | $10,885-72.5% |