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 | $44,744 | $81,248-44.9% | $155,509-71.2% | $80,856-44.7% |
| Participation rate | 70.5% | 66.2%+4.2pp | 78.2%-7.7pp | 67.6%+2.8pp |
| Annual return | 10.64% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,107 | $3,100-32.0% | $4,672-54.9% | $2,755-23.5% |
| Participant deferral / active EE | $3,523 | $3,452+2.1% | $5,626-37.4% | $4,296-18.0% |
| Admin fee / account holder | $9,973 | $7,997+24.7% | $15,912-37.3% | $6,918+44.2% |