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 | $43,001 | $58,512-26.5% | $84,015-48.8% | $72,985-41.1% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 22.95% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $374 | $1,163-67.9% | $1,983-81.2% | $2,440-84.7% |
| Participant deferral / active EE | $1,594 | $2,394-33.4% | $3,239-50.8% | $3,607-55.8% |
| Admin fee / account holder | $985 | $4,569-78.4% | $6,101-83.9% | $5,124-80.8% |