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 | $44,536 | $82,882-46.3% | $127,761-65.1% | $72,985-39.0% |
| Participation rate | 82.7% | 71.5%+11.2pp | 79.0%+3.7pp | 69.5%+13.2pp |
| Annual return | 23.52% | 32.20%-8.7pp | 26.14%-2.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,074 | $3,346-38.0% | $4,574-54.7% | $2,440-15.0% |
| Participant deferral / active EE | $2,863 | $4,791-40.2% | $6,021-52.5% | $3,607-20.6% |
| Admin fee / account holder | $11,644 | $6,487+79.5% | $9,395+23.9% | $5,124+127.2% |