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 7-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 | $39,828 | $60,892-34.6% | $82,389-51.7% | $84,808-53.0% |
| Participation rate | 77.3% | 63.3%+14.0pp | 69.5%+7.7pp | 68.3%+9.0pp |
| Annual return | 19.79% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,354 | $1,779+32.3% | $2,517-6.5% | $2,631-10.5% |
| Participant deferral / active EE | $4,215 | $3,179+32.6% | $4,155+1.5% | $4,212+0.1% |
| Admin fee / account holder | $2,189 | $5,467-60.0% | $7,231-69.7% | $7,344-70.2% |