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 | $39,047 | $67,606-42.2% | $82,313-52.6% | $70,131-44.3% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 18.81% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,505 | $1,755-14.2% | $2,428-38.0% | $2,342-35.8% |
| Participant deferral / active EE | $3,617 | $2,987+21.1% | $3,706-2.4% | $3,332+8.5% |
| Admin fee / account holder | $439 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |