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 | $42,725 | $89,753-52.4% | $107,525-60.3% | $84,808-49.6% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 13.09% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,686 | $3,113-45.8% | $3,754-55.1% | $2,631-35.9% |
| Participant deferral / active EE | $3,737 | $4,056-7.9% | $5,116-27.0% | $4,212-11.3% |
| Admin fee / account holder | $13,412 | $7,222+85.7% | $8,919+50.4% | $7,344+82.6% |