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 | $40,037 | $81,248-50.7% | $155,509-74.3% | $80,856-50.5% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 11.24% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $707 | $3,100-77.2% | $4,672-84.9% | $2,755-74.3% |
| Participant deferral / active EE | $2,238 | $3,452-35.2% | $5,626-60.2% | $4,296-47.9% |
| Admin fee / account holder | $1,721 | $7,997-78.5% | $15,912-89.2% | $6,918-75.1% |