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 | $35,729 | $58,523-38.9% | $99,443-64.1% | $72,985-51.0% |
| Participation rate | 78.9% | 64.6%+14.3pp | 73.8%+5.1pp | 69.5%+9.5pp |
| Annual return | 17.55% | 28.51%-11.0pp | 30.72%-13.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $722 | $1,512-52.2% | $2,540-71.6% | $2,440-70.4% |
| Participant deferral / active EE | $2,346 | $2,606-10.0% | $3,619-35.2% | $3,607-35.0% |
| Admin fee / account holder | $2,692 | $4,102-34.4% | $6,250-56.9% | $5,124-47.5% |