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 | $43,314 | $56,897-23.9% | $84,750-48.9% | $62,891-31.1% |
| Participation rate | 72.6% | 68.5%+4.1pp | 76.6%-4.0pp | 69.3%+3.3pp |
| Annual return | 12.14% | 6.30%+5.8pp | 22.78%-10.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $2,786 | $2,400+16.1% | $3,574-22.0% | $2,281+22.2% |
| Participant deferral / active EE | $3,129 | $2,709+15.5% | $3,712-15.7% | $3,203-2.3% |
| Admin fee / account holder | $513 | $3,581-85.7% | $5,332-90.4% | $4,296-88.1% |