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 | $37,983 | $58,577-35.2% | $83,333-54.4% | $64,186-40.8% |
| Participation rate | 78.9% | 72.0%+6.9pp | 77.8%+1.2pp | 69.6%+9.4pp |
| Annual return | 3.04% | 9.65%-6.6pp | 10.63%-7.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,160 | $2,098-44.7% | $3,379-65.7% | $2,381-51.3% |
| Participant deferral / active EE | $2,985 | $4,654-35.9% | $5,565-46.4% | $3,470-14.0% |
| Admin fee / account holder | $2,560 | $9,275-72.4% | $7,510-65.9% | $4,888-47.6% |