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 | $43,181 | $67,606-36.1% | $82,313-47.5% | $70,131-38.4% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 17.04% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,201 | $1,755+25.4% | $2,428-9.4% | $2,342-6.0% |
| Participant deferral / active EE | $2,762 | $2,987-7.5% | $3,706-25.5% | $3,332-17.1% |
| Admin fee / account holder | $3,463 | $4,512-23.2% | $5,608-38.2% | $4,645-25.4% |