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 | $43,020 | $52,681-18.3% | $75,781-43.2% | $59,632-27.9% |
| Participation rate | 74.4% | 67.2%+7.1pp | 75.8%-1.5pp | 68.7%+5.7pp |
| Annual return | 6.43% | 2.95%+3.5pp | 9.68%-3.2pp | 2041.28%-2034.9pp |
| Employer contribution / active EE | $506 | $2,193-76.9% | $3,323-84.8% | $2,203-77.0% |
| Participant deferral / active EE | $4,662 | $2,591+79.9% | $3,651+27.7% | $3,192+46.1% |
| Admin fee / account holder | $1,644 | $3,610-54.4% | $5,299-69.0% | $4,297-61.7% |