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 | $42,441 | $117,381-63.8% | $99,443-57.3% | $152,861-72.2% |
| Participation rate | 86.4% | 77.5%+8.8pp | 73.8%+12.5pp | 82.4%+3.9pp |
| Annual return | 21.82% | 31.87%-10.0pp | 30.72%-8.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,744 | $3,013-42.1% | $2,540-31.3% | $4,762-63.4% |
| Participant deferral / active EE | $2,572 | $4,086-37.1% | $3,619-28.9% | $5,850-56.0% |
| Admin fee / account holder | $3,821 | $7,631-49.9% | $6,250-38.9% | $11,596-67.1% |