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 | $42,266 | $49,227-14.1% | $70,449-40.0% | $79,858-47.1% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.1pp |
| Annual return | 7.40% | 30.06%-22.7pp | 109.03%-101.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $963 | $2,099-54.1% | $2,737-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $2,397 | $2,768-13.4% | $3,709-35.4% | $3,740-35.9% |
| Admin fee / account holder | $1,578 | $2,878-45.2% | $3,845-59.0% | $5,306-70.3% |