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 | $44,809 | $95,803-53.2% | $113,168-60.4% | $84,808-47.2% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,889 | $2,360+22.4% | $2,975-2.9% | $2,631+9.8% |
| Participant deferral / active EE | $6,043 | $4,242+42.5% | $5,107+18.3% | $4,212+43.5% |
| Admin fee / account holder | $4,700 | $8,989-47.7% | $12,068-61.1% | $7,344-36.0% |