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 6-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 | $42,256 | $83,477-49.4% | $125,175-66.2% | $72,985-42.1% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 17.96% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,116 | $2,345-9.8% | $3,865-45.2% | $2,440-13.3% |
| Participant deferral / active EE | $3,816 | $3,585+6.4% | $4,937-22.7% | $3,607+5.8% |
| Admin fee / account holder | $1,596 | $5,517-71.1% | $9,702-83.6% | $5,124-68.9% |