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 | $39,897 | $61,660-35.3% | $80,019-50.1% | $64,186-37.8% |
| Participation rate | 91.1% | 71.7%+19.4pp | 75.8%+15.2pp | 69.6%+21.5pp |
| Annual return | 9.95% | -0.33%+10.3pp | 11.22%-1.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,295 | $1,810-28.5% | $2,468-47.5% | $2,381-45.6% |
| Participant deferral / active EE | $2,214 | $2,968-25.4% | $3,686-39.9% | $3,470-36.2% |
| Admin fee / account holder | $3,936 | $5,417-27.3% | $6,521-39.6% | $4,888-19.5% |