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 | $37,121 | $69,977-47.0% | $108,579-65.8% | $62,891-41.0% |
| Participation rate | 77.2% | 72.9%+4.3pp | 79.6%-2.4pp | 69.3%+7.9pp |
| Annual return | 6.23% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $592 | $2,135-72.3% | $3,758-84.2% | $2,281-74.0% |
| Participant deferral / active EE | $2,095 | $3,165-33.8% | $4,311-51.4% | $3,203-34.6% |
| Admin fee / account holder | $671 | $5,076-86.8% | $7,645-91.2% | $4,296-84.4% |