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 | $45,377 | $76,367-40.6% | $93,606-51.5% | $72,985-37.8% |
| Participation rate | 82.3% | 71.7%+10.5pp | 75.8%+6.4pp | 69.5%+12.8pp |
| Annual return | 22.34% | 25.82%-3.5pp | 32.76%-10.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,785 | $2,275-21.6% | $2,718-34.3% | $2,440-26.9% |
| Participant deferral / active EE | $4,267 | $3,538+20.6% | $4,069+4.9% | $3,607+18.3% |
| Admin fee / account holder | $2,355 | $6,838-65.6% | $7,888-70.1% | $5,124-54.0% |