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 | $43,179 | $54,762-21.2% | $90,281-52.2% | $72,985-40.8% |
| Participation rate | 72.4% | 65.1%+7.3pp | 73.3%-0.9pp | 69.5%+2.9pp |
| Annual return | 20.51% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,955 | $2,092+89.0% | $2,854+38.5% | $2,440+62.1% |
| Participant deferral / active EE | $4,933 | $2,887+70.9% | $3,885+27.0% | $3,607+36.7% |
| Admin fee / account holder | $3,470 | $3,972-12.6% | $5,351-35.2% | $5,124-32.3% |