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 | $42,195 | $61,660-31.6% | $80,019-47.3% | $64,186-34.3% |
| Participation rate | 74.4% | 71.7%+2.7pp | 75.8%-1.4pp | 69.6%+4.9pp |
| Annual return | 6.48% | -0.33%+6.8pp | 11.22%-4.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $895 | $1,810-50.6% | $2,468-63.7% | $2,381-62.4% |
| Participant deferral / active EE | $1,673 | $2,968-43.6% | $3,686-54.6% | $3,470-51.8% |
| Admin fee / account holder | $1,035 | $5,417-80.9% | $6,521-84.1% | $4,888-78.8% |