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 | $35,401 | $56,897-37.8% | $84,750-58.2% | $62,891-43.7% |
| Participation rate | 82.5% | 68.5%+14.0pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 6.97% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,411 | $2,400-41.2% | $3,574-60.5% | $2,281-38.1% |
| Participant deferral / active EE | $2,267 | $2,709-16.3% | $3,712-38.9% | $3,203-29.2% |
| Admin fee / account holder | $2,797 | $3,581-21.9% | $5,332-47.5% | $4,296-34.9% |