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 | $44,384 | $58,828-24.6% | $77,999-43.1% | $62,891-29.4% |
| Participation rate | 70.2% | 71.1%-0.9pp | 75.5%-5.3pp | 69.3%+0.9pp |
| Annual return | 18.97% | 17.16%+1.8pp | 425.96%-407.0pp | 20.14%-1.2pp |
| Employer contribution / active EE | $1,407 | $1,672-15.9% | $2,470-43.1% | $2,281-38.3% |
| Participant deferral / active EE | $3,812 | $2,686+41.9% | $3,497+9.0% | $3,203+19.0% |
| Admin fee / account holder | $1,548 | $4,393-64.8% | $5,480-71.7% | $4,296-64.0% |