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 | $43,435 | $83,477-48.0% | $125,175-65.3% | $72,985-40.5% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.5%+6.4pp |
| Annual return | 27.04% | 25.78%+1.3pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,501 | $2,345-36.0% | $3,865-61.2% | $2,440-38.5% |
| Participant deferral / active EE | $3,349 | $3,585-6.6% | $4,937-32.2% | $3,607-7.2% |
| Admin fee / account holder | $630 | $5,517-88.6% | $9,702-93.5% | $5,124-87.7% |