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 | $32,912 | $70,002-53.0% | $115,037-71.4% | $52,331-37.1% |
| Participation rate | 79.0% | 72.1%+6.9pp | 81.4%-2.4pp | 68.1%+10.9pp |
| Annual return | 1.26% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,581 | $2,715-41.8% | $4,608-65.7% | $1,882-16.0% |
| Participant deferral / active EE | $3,707 | $4,920-24.7% | $6,026-38.5% | $3,022+22.7% |
| Admin fee / account holder | $2,626 | $566+364.0% | $8,175-67.9% | $592+344.0% |