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 | $37,508 | $45,073-16.8% | $69,455-46.0% | $72,985-48.6% |
| Participation rate | 72.0% | 68.5%+3.5pp | 74.6%-2.6pp | 69.5%+2.5pp |
| Annual return | 13.85% | 22.65%-8.8pp | 28.97%-15.1pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,093 | $2,054-46.8% | $2,779-60.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,057 | $2,602-20.9% | $3,535-41.8% | $3,607-43.0% |
| Admin fee / account holder | $3,710 | $3,056+21.4% | $3,839-3.4% | $5,124-27.6% |