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 | $38,479 | $51,708-25.6% | $106,619-63.9% | $62,891-38.8% |
| Participation rate | 72.6% | 66.9%+5.7pp | 78.0%-5.4pp | 69.3%+3.3pp |
| Annual return | 4.91% | 4.69%+0.2pp | 9.42%-4.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $744 | $1,764-57.8% | $3,947-81.1% | $2,281-67.4% |
| Participant deferral / active EE | $3,140 | $2,315+35.6% | $3,930-20.1% | $3,203-2.0% |
| Admin fee / account holder | $3,318 | $3,349-0.9% | $6,418-48.3% | $4,296-22.8% |