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 | $36,568 | $95,803-61.8% | $113,168-67.7% | $84,808-56.9% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 20.75% | 25.00%-4.3pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $950 | $2,360-59.7% | $2,975-68.1% | $2,631-63.9% |
| Participant deferral / active EE | $2,989 | $4,242-29.5% | $5,107-41.5% | $4,212-29.0% |
| Admin fee / account holder | $2,485 | $8,989-72.4% | $12,068-79.4% | $7,344-66.2% |