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 | $18,751 | $53,596-65.0% | $90,645-79.3% | $64,186-70.8% |
| Participation rate | 73.3% | 64.5%+8.8pp | 74.0%-0.7pp | 69.6%+3.8pp |
| Annual return | 1.81% | 4.41%-2.6pp | 1.88%-0.1pp | 7.63%-5.8pp |
| Employer contribution / active EE | $2,022 | $1,503+34.6% | $2,532-20.1% | $2,381-15.1% |
| Participant deferral / active EE | $6,023 | $2,459+145.0% | $3,425+75.9% | $3,470+73.6% |
| Admin fee / account holder | $2,340 | $3,868-39.5% | $4,994-53.1% | $4,888-52.1% |