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 | $41,040 | $72,277-43.2% | $101,248-59.5% | $79,858-48.6% |
| Participation rate | 91.1% | 68.5%+22.6pp | 75.8%+15.3pp | 69.6%+21.4pp |
| Annual return | 11.34% | 22.30%-11.0pp | 46.47%-35.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,615 | $2,692-40.0% | $3,660-55.9% | $2,471-34.6% |
| Participant deferral / active EE | $2,154 | $3,282-34.4% | $4,370-50.7% | $3,740-42.4% |
| Admin fee / account holder | $4,835 | $4,400+9.9% | $5,945-18.7% | $5,306-8.9% |