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 | $41,637 | $81,460-48.9% | $103,333-59.7% | $80,856-48.5% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 12.90% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,103 | $3,105-32.3% | $3,868-45.6% | $2,755-23.6% |
| Participant deferral / active EE | $3,140 | $3,869-18.8% | $5,057-37.9% | $4,296-26.9% |
| Admin fee / account holder | $890 | $6,566-86.4% | $8,355-89.3% | $6,918-87.1% |