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 | $36,835 | $56,897-35.3% | $84,750-56.5% | $62,891-41.4% |
| Participation rate | 72.1% | 68.5%+3.5pp | 76.6%-4.5pp | 69.3%+2.8pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,346 | $2,400-43.9% | $3,574-62.3% | $2,281-41.0% |
| Participant deferral / active EE | $2,031 | $2,709-25.0% | $3,712-45.3% | $3,203-36.6% |
| Admin fee / account holder | $531 | $3,581-85.2% | $5,332-90.0% | $4,296-87.6% |