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 | $39,820 | $52,681-24.4% | $75,781-47.5% | $59,632-33.2% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.8%-2.1pp | 68.7%+5.0pp |
| Annual return | 1.75% | 2.95%-1.2pp | 9.68%-7.9pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $390 | $2,193-82.2% | $3,323-88.3% | $2,203-82.3% |
| Participant deferral / active EE | $3,751 | $2,591+44.8% | $3,651+2.7% | $3,192+17.5% |
| Admin fee / account holder | $6,099 | $3,610+69.0% | $5,299+15.1% | $4,297+41.9% |