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 | $42,241 | $101,724-58.5% | $164,813-74.4% | $80,856-47.8% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 11.78% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,741 | $2,953-41.1% | $4,341-59.9% | $2,755-36.8% |
| Participant deferral / active EE | $4,463 | $4,477-0.3% | $6,031-26.0% | $4,296+3.9% |
| Admin fee / account holder | $8,935 | $8,227+8.6% | $12,690-29.6% | $6,918+29.2% |