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 | $41,968 | $41,377+1.4% | $109,313-61.6% | $62,891-33.3% |
| Participation rate | 71.8% | 57.5%+14.3pp | 71.3%+0.5pp | 69.3%+2.5pp |
| Annual return | 7.23% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $884 | $1,276-30.7% | $3,892-77.3% | $2,281-61.2% |
| Participant deferral / active EE | $2,502 | $2,045+22.4% | $3,166-21.0% | $3,203-21.9% |
| Admin fee / account holder | $638 | $2,884-77.9% | $5,666-88.7% | $4,296-85.1% |