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 9-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 | $39,992 | $95,803-58.3% | $113,168-64.7% | $84,808-52.8% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 14.49% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,077 | $2,360-54.4% | $2,975-63.8% | $2,631-59.1% |
| Participant deferral / active EE | $4,555 | $4,242+7.4% | $5,107-10.8% | $4,212+8.2% |
| Admin fee / account holder | $1,158 | $8,989-87.1% | $12,068-90.4% | $7,344-84.2% |