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 | $36,762 | $52,681-30.2% | $75,781-51.5% | $59,632-38.4% |
| Participation rate | 78.7% | 67.2%+11.5pp | 75.8%+2.9pp | 68.7%+10.1pp |
| Annual return | 2.01% | 2.95%-0.9pp | 9.68%-7.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,865 | $2,193-15.0% | $3,323-43.9% | $2,203-15.3% |
| Participant deferral / active EE | $3,459 | $2,591+33.5% | $3,651-5.3% | $3,192+8.4% |
| Admin fee / account holder | $3,309 | $3,610-8.3% | $5,299-37.6% | $4,297-23.0% |