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 | $45,290 | $89,753-49.5% | $107,525-57.9% | $84,808-46.6% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 18.56% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,091 | $3,113-32.8% | $3,754-44.3% | $2,631-20.5% |
| Participant deferral / active EE | $3,703 | $4,056-8.7% | $5,116-27.6% | $4,212-12.1% |
| Admin fee / account holder | $2,552 | $7,222-64.7% | $8,919-71.4% | $7,344-65.3% |