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 | $42,388 | $57,541-26.3% | $95,745-55.7% | $75,163-43.6% |
| Participation rate | 76.2% | 62.5%+13.7pp | 72.3%+3.9pp | 67.2%+9.0pp |
| Annual return | 20.82% | 34.93%-14.1pp | 28.35%-7.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,291 | $1,808+26.7% | $2,835-19.2% | $2,670-14.2% |
| Participant deferral / active EE | $4,320 | $3,074+40.5% | $4,245+1.8% | $4,125+4.7% |
| Admin fee / account holder | $2,053 | $4,099-49.9% | $5,678-63.8% | $5,651-63.7% |