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 | $39,656 | $82,032-51.7% | $123,104-67.8% | $59,632-33.5% |
| Participation rate | 95.7% | 83.2%+12.5pp | 86.8%+8.9pp | 68.7%+27.0pp |
| Annual return | 0.88% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,359 | $3,297-28.5% | $5,151-54.2% | $2,203+7.1% |
| Participant deferral / active EE | $4,577 | $4,667-1.9% | $6,230-26.5% | $3,192+43.4% |
| Admin fee / account holder | $755 | $5,881-87.2% | $9,015-91.6% | $4,297-82.4% |