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 | $35,034 | $39,122-10.5% | $57,179-38.7% | $62,891-44.3% |
| Participation rate | 96.6% | 70.5%+26.0pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 2.73% | 9.23%-6.5pp | 14.59%-11.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,412 | $1,874-24.7% | $2,682-47.4% | $2,281-38.1% |
| Participant deferral / active EE | $3,117 | $2,374+31.3% | $3,096+0.7% | $3,203-2.7% |
| Admin fee / account holder | $4,377 | $2,592+68.9% | $3,139+39.4% | $4,296+1.9% |