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 | $43,635 | $53,777-18.9% | $134,143-67.5% | $79,858-45.4% |
| Participation rate | 71.8% | 58.8%+13.0pp | 72.2%-0.4pp | 69.6%+2.2pp |
| Annual return | 12.35% | 19.01%-6.7pp | 36.33%-24.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,045 | $1,321-20.9% | $3,704-71.8% | $2,471-57.7% |
| Participant deferral / active EE | $2,350 | $2,420-2.9% | $3,499-32.8% | $3,740-37.2% |
| Admin fee / account holder | $2,090 | $3,984-47.5% | $6,684-68.7% | $5,306-60.6% |