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 | $43,752 | $86,929-49.7% | $102,423-57.3% | $80,856-45.9% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 11.49% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,534 | $2,369-35.3% | $3,023-49.3% | $2,755-44.3% |
| Participant deferral / active EE | $2,227 | $4,118-45.9% | $5,053-55.9% | $4,296-48.2% |
| Admin fee / account holder | $1,941 | $8,049-75.9% | $9,451-79.5% | $6,918-71.9% |