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 | $43,159 | $87,870-50.9% | $113,168-61.9% | $74,304-41.9% |
| Participation rate | 79.6% | 70.7%+8.9pp | 76.6%+3.1pp | 60.3%+19.3pp |
| Annual return | 24.79% | 26.44%-1.7pp | 24.27%+0.5pp | 29.43%-4.6pp |
| Employer contribution / active EE | $1,921 | $2,277-15.6% | $2,975-35.4% | $2,241-14.3% |
| Participant deferral / active EE | $2,904 | $4,241-31.5% | $5,107-43.1% | $3,767-22.9% |
| Admin fee / account holder | $11,581 | $3,368+243.8% | $12,068-4.0% | $2,969+290.1% |