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 | $40,144 | $50,958-21.2% | $74,550-46.2% | $64,186-37.5% |
| Participation rate | 93.2% | 61.1%+32.1pp | 69.1%+24.0pp | 69.6%+23.6pp |
| Annual return | 8.99% | -1.86%+10.8pp | 32.53%-23.5pp | 7.63%+1.4pp |
| Employer contribution / active EE | $391 | $1,115-64.9% | $1,961-80.0% | $2,381-83.6% |
| Participant deferral / active EE | $2,942 | $2,301+27.8% | $3,108-5.3% | $3,470-15.2% |
| Admin fee / account holder | $1,458 | $4,223-65.5% | $5,060-71.2% | $4,888-70.2% |