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 | $40,695 | $56,897-28.5% | $84,750-52.0% | $62,891-35.3% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 5.39% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,095 | $2,400-54.4% | $3,574-69.4% | $2,281-52.0% |
| Participant deferral / active EE | $2,518 | $2,709-7.0% | $3,712-32.2% | $3,203-21.4% |
| Admin fee / account holder | $3,142 | $3,581-12.2% | $5,332-41.1% | $4,296-26.9% |