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 | $38,948 | $59,839-34.9% | $81,983-52.5% | $79,858-51.2% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 15.94% | 17.56%-1.6pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $654 | $1,713-61.8% | $2,498-73.8% | $2,471-73.5% |
| Participant deferral / active EE | $1,447 | $2,695-46.3% | $3,722-61.1% | $3,740-61.3% |
| Admin fee / account holder | $1,831 | $4,287-57.3% | $5,664-67.7% | $5,306-65.5% |