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 | $43,713 | $65,365-33.1% | $92,893-52.9% | $72,985-40.1% |
| Participation rate | 95.8% | 68.3%+27.5pp | 76.0%+19.8pp | 69.5%+26.3pp |
| Annual return | 22.20% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,025 | $2,594+16.6% | $3,653-17.2% | $2,440+24.0% |
| Participant deferral / active EE | $2,379 | $3,128-23.9% | $4,236-43.8% | $3,607-34.0% |
| Admin fee / account holder | $2,734 | $4,251-35.7% | $5,794-52.8% | $5,124-46.6% |