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 | $37,000 | $95,803-61.4% | $113,168-67.3% | $84,808-56.4% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,141 | $2,360-9.3% | $2,975-28.0% | $2,631-18.6% |
| Participant deferral / active EE | $3,332 | $4,242-21.4% | $5,107-34.7% | $4,212-20.9% |
| Admin fee / account holder | $3,800 | $8,989-57.7% | $12,068-68.5% | $7,344-48.3% |