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 | $44,754 | $109,359-59.1% | $162,163-72.4% | $72,985-38.7% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 19.33% | 25.46%-6.1pp | 115.59%-96.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,564 | $3,907-60.0% | $5,614-72.1% | $2,440-35.9% |
| Participant deferral / active EE | $4,110 | $5,481-25.0% | $7,298-43.7% | $3,607+13.9% |
| Admin fee / account holder | $10,337 | $7,972+29.7% | $10,843-4.7% | $5,124+101.7% |