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 | $41,649 | $89,753-53.6% | $107,525-61.3% | $84,808-50.9% |
| Participation rate | 81.4% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.1pp |
| Annual return | 18.57% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,169 | $3,113+1.8% | $3,754-15.6% | $2,631+20.4% |
| Participant deferral / active EE | $3,430 | $4,056-15.4% | $5,116-32.9% | $4,212-18.6% |
| Admin fee / account holder | $1,199 | $7,222-83.4% | $8,919-86.6% | $7,344-83.7% |