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 | $41,151 | $52,903-22.2% | $73,307-43.9% | $59,632-31.0% |
| Participation rate | 75.7% | 68.2%+7.4pp | 74.9%+0.8pp | 68.7%+7.0pp |
| Annual return | 1.50% | 12.20%-10.7pp | 5.67%-4.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,507 | $1,909-21.1% | $3,237-53.5% | $2,203-31.6% |
| Participant deferral / active EE | $3,672 | $4,069-9.8% | $4,991-26.4% | $3,192+15.1% |
| Admin fee / account holder | $728 | $3,834-81.0% | $5,637-87.1% | $4,297-83.1% |