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 | $45,140 | $138,347-67.4% | $184,203-75.5% | $80,856-44.2% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 15.91% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,172 | $4,850-55.2% | $6,427-66.2% | $2,755-21.1% |
| Participant deferral / active EE | $3,873 | $7,071-45.2% | $9,131-57.6% | $4,296-9.8% |
| Admin fee / account holder | $1,628 | $10,483-84.5% | $13,901-88.3% | $6,918-76.5% |