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 | $45,923 | $94,625-51.5% | $116,228-60.5% | $84,808-45.9% |
| Participation rate | 92.5% | 70.4%+22.1pp | 74.6%+18.0pp | 68.3%+24.2pp |
| Annual return | 22.73% | 20.40%+2.3pp | 90.06%-67.3pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,537 | $2,347-34.5% | $2,994-48.7% | $2,631-41.6% |
| Participant deferral / active EE | $4,964 | $3,972+25.0% | $4,953+0.2% | $4,212+17.9% |
| Admin fee / account holder | $8,440 | $10,091-16.4% | $11,989-29.6% | $7,344+14.9% |