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 | $45,871 | $48,076-4.6% | $78,689-41.7% | $62,891-27.1% |
| Participation rate | 92.0% | 65.2%+26.7pp | 73.6%+18.4pp | 69.3%+22.6pp |
| Annual return | 10.92% | 31.35%-20.4pp | 62.18%-51.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,433 | $2,015+20.8% | $2,851-14.7% | $2,281+6.7% |
| Participant deferral / active EE | $4,740 | $2,588+83.2% | $3,517+34.8% | $3,203+48.0% |
| Admin fee / account holder | $1,251 | $3,207-61.0% | $4,510-72.3% | $4,296-70.9% |