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 | $31,508 | $81,248-61.2% | $155,509-79.7% | $80,856-61.0% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 10.86% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $768 | $3,100-75.2% | $4,672-83.6% | $2,755-72.1% |
| Participant deferral / active EE | $1,752 | $3,452-49.2% | $5,626-68.9% | $4,296-59.2% |
| Admin fee / account holder | $5,082 | $7,997-36.5% | $15,912-68.1% | $6,918-26.5% |