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 | $37,109 | $49,227-24.6% | $70,449-47.3% | $79,858-53.5% |
| Participation rate | 78.1% | 69.2%+9.0pp | 75.1%+3.1pp | 69.6%+8.5pp |
| Annual return | 8.80% | 30.06%-21.3pp | 109.03%-100.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,788 | $2,099-14.8% | $2,737-34.7% | $2,471-27.6% |
| Participant deferral / active EE | $3,810 | $2,768+37.7% | $3,709+2.7% | $3,740+1.9% |
| Admin fee / account holder | $2,693 | $2,878-6.4% | $3,845-30.0% | $5,306-49.3% |