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 | $45,024 | $101,724-55.7% | $164,813-72.7% | $80,856-44.3% |
| Participation rate | 73.4% | 71.8%+1.6pp | 78.6%-5.2pp | 67.6%+5.8pp |
| Annual return | 13.44% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,335 | $2,953-54.8% | $4,341-69.2% | $2,755-51.5% |
| Participant deferral / active EE | $2,847 | $4,477-36.4% | $6,031-52.8% | $4,296-33.7% |
| Admin fee / account holder | $4,412 | $8,227-46.4% | $12,690-65.2% | $6,918-36.2% |