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 | $36,195 | $99,341-63.6% | $84,750-57.3% | $273,961-86.8% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 6.88% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,562 | $4,214-62.9% | $3,574-56.3% | $4,869-67.9% |
| Participant deferral / active EE | $2,513 | $4,269-41.1% | $3,712-32.3% | $5,287-52.5% |
| Admin fee / account holder | $4,637 | $6,644-30.2% | $5,332-13.0% | $10,132-54.2% |