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 | $29,888 | $50,958-41.3% | $74,550-59.9% | $64,186-53.4% |
| Participation rate | 76.2% | 61.1%+15.1pp | 69.1%+7.0pp | 69.6%+6.6pp |
| Annual return | 3.42% | -1.86%+5.3pp | 32.53%-29.1pp | 7.63%-4.2pp |
| Employer contribution / active EE | $1,897 | $1,115+70.1% | $1,961-3.2% | $2,381-20.3% |
| Participant deferral / active EE | $4,870 | $2,301+111.6% | $3,108+56.7% | $3,470+40.4% |
| Admin fee / account holder | $11,070 | $4,223+162.1% | $5,060+118.8% | $4,888+126.5% |