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 | $44,395 | $93,571-52.6% | $135,903-67.3% | $75,163-40.9% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.6pp | 67.2%+28.3pp |
| Annual return | 20.13% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $966 | $3,537-72.7% | $4,856-80.1% | $2,670-63.8% |
| Participant deferral / active EE | $8,859 | $6,404+38.3% | $7,758+14.2% | $4,125+114.7% |
| Admin fee / account holder | $4,990 | $6,975-28.5% | $10,762-53.6% | $5,651-11.7% |