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 | $40,769 | $81,460-50.0% | $103,333-60.5% | $80,856-49.6% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 10.46% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,513 | $3,105-51.3% | $3,868-60.9% | $2,755-45.1% |
| Participant deferral / active EE | $3,672 | $3,869-5.1% | $5,057-27.4% | $4,296-14.5% |
| Admin fee / account holder | $4,530 | $6,566-31.0% | $8,355-45.8% | $6,918-34.5% |