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 5-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 | $43,881 | $80,717-45.6% | $154,803-71.7% | $84,808-48.3% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 25.45% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,181 | $2,761-21.0% | $4,305-49.3% | $2,631-17.1% |
| Participant deferral / active EE | $6,710 | $3,303+103.1% | $5,540+21.1% | $4,212+59.3% |
| Admin fee / account holder | $1,027 | $6,746-84.8% | $14,329-92.8% | $7,344-86.0% |