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 | $43,706 | $89,355-51.1% | $141,162-69.0% | $72,985-40.1% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 26.54% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,820 | $3,114-9.4% | $4,735-40.4% | $2,440+15.6% |
| Participant deferral / active EE | $5,094 | $5,418-6.0% | $6,709-24.1% | $3,607+41.2% |
| Admin fee / account holder | $1,088 | $5,958-81.7% | $10,261-89.4% | $5,124-78.8% |