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 | $40,299 | $87,013-53.7% | $106,213-62.1% | $80,856-50.2% |
| Participation rate | 78.7% | 70.4%+8.2pp | 75.3%+3.4pp | 67.6%+11.0pp |
| Annual return | 12.13% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,361 | $2,395-43.2% | $3,171-57.1% | $2,755-50.6% |
| Participant deferral / active EE | $2,844 | $3,986-28.6% | $5,016-43.3% | $4,296-33.8% |
| Admin fee / account holder | $5,476 | $8,431-35.1% | $11,033-50.4% | $6,918-20.8% |