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 | $44,843 | $101,724-55.9% | $164,813-72.8% | $80,856-44.5% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 13.31% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,818 | $2,953-38.4% | $4,341-58.1% | $2,755-34.0% |
| Participant deferral / active EE | $3,189 | $4,477-28.8% | $6,031-47.1% | $4,296-25.8% |
| Admin fee / account holder | $1,899 | $8,227-76.9% | $12,690-85.0% | $6,918-72.6% |