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 | $44,857 | $123,793-63.8% | $177,821-74.8% | $79,858-43.8% |
| Participation rate | 73.1% | 84.7%-11.6pp | 87.7%-14.6pp | 69.6%+3.4pp |
| Annual return | 16.47% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,989 | $4,095-51.4% | $5,918-66.4% | $2,471-19.5% |
| Participant deferral / active EE | $5,296 | $5,956-11.1% | $7,714-31.3% | $3,740+41.6% |
| Admin fee / account holder | $4,853 | $7,243-33.0% | $12,427-60.9% | $5,306-8.5% |