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 | $37,510 | $87,841-57.3% | $133,980-72.0% | $62,891-40.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 6.29% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,822 | $3,483-47.7% | $5,211-65.0% | $2,281-20.1% |
| Participant deferral / active EE | $2,817 | $4,812-41.5% | $6,282-55.2% | $3,203-12.0% |
| Admin fee / account holder | $909 | $5,371-83.1% | $9,324-90.3% | $4,296-78.8% |