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 | $36,496 | $109,881-66.8% | $150,045-75.7% | $84,808-57.0% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.0pp | 68.3%+2.0pp |
| Annual return | 19.21% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,048 | $3,561-70.6% | $4,693-77.7% | $2,631-60.2% |
| Participant deferral / active EE | $4,446 | $6,636-33.0% | $7,997-44.4% | $4,212+5.6% |
| Admin fee / account holder | $2,471 | $8,568-71.2% | $13,435-81.6% | $7,344-66.4% |