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 | $44,667 | $53,777-16.9% | $134,143-66.7% | $79,858-44.1% |
| Participation rate | 89.5% | 58.8%+30.7pp | 72.2%+17.3pp | 69.6%+19.8pp |
| Annual return | 21.24% | 19.01%+2.2pp | 36.33%-15.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,231 | $1,321-6.9% | $3,704-66.8% | $2,471-50.2% |
| Participant deferral / active EE | $4,986 | $2,420+106.0% | $3,499+42.5% | $3,740+33.3% |
| Admin fee / account holder | $2,601 | $3,984-34.7% | $6,684-61.1% | $5,306-51.0% |