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 7-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 | $39,000 | $93,071-58.1% | $74,583-47.7% | $273,961-85.8% |
| Participation rate | 76.9% | 74.9%+2.0pp | 68.1%+8.8pp | 83.0%-6.1pp |
| Annual return | 17.66% | 26.18%-8.5pp | 20.47%-2.8pp | 41.45%-23.8pp |
| Employer contribution / active EE | $1,074 | $3,160-66.0% | $2,525-57.5% | $4,869-77.9% |
| Participant deferral / active EE | $1,302 | $4,160-68.7% | $3,458-62.3% | $5,287-75.4% |
| Admin fee / account holder | $1,473 | $5,272-72.1% | $4,138-64.4% | $10,132-85.5% |