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 | $37,669 | $56,484-33.3% | $169,463-77.8% | $64,186-41.3% |
| Participation rate | 83.3% | 64.5%+18.8pp | 77.8%+5.6pp | 69.6%+13.8pp |
| Annual return | 13.02% | -1.55%+14.6pp | 1.83%+11.2pp | 7.63%+5.4pp |
| Employer contribution / active EE | $625 | $1,832-65.9% | $4,159-85.0% | $2,381-73.7% |
| Participant deferral / active EE | $1,964 | $3,448-43.0% | $5,277-62.8% | $3,470-43.4% |
| Admin fee / account holder | $2,701 | $4,174-35.3% | $9,109-70.3% | $4,888-44.7% |