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 | $43,832 | $58,512-25.1% | $84,015-47.8% | $72,985-39.9% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 69.5%+10.0pp |
| Annual return | 17.15% | 28.93%-11.8pp | 71.31%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,986 | $1,163+70.8% | $1,983+0.1% | $2,440-18.6% |
| Participant deferral / active EE | $5,175 | $2,394+116.2% | $3,239+59.8% | $3,607+43.4% |
| Admin fee / account holder | $776 | $4,569-83.0% | $6,101-87.3% | $5,124-84.8% |