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 | $41,518 | $77,813-46.6% | $123,544-66.4% | $64,186-35.3% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 11.15% | 12.48%-1.3pp | 119.20%-108.0pp | 7.63%+3.5pp |
| Employer contribution / active EE | $3,636 | $3,014+20.6% | $4,628-21.4% | $2,381+52.7% |
| Participant deferral / active EE | $4,513 | $5,240-13.9% | $6,426-29.8% | $3,470+30.1% |
| Admin fee / account holder | $5,756 | $5,519+4.3% | $9,284-38.0% | $4,888+17.8% |