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 | $34,643 | $56,897-39.1% | $84,750-59.1% | $62,891-44.9% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 8.74% | 6.30%+2.4pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $691 | $2,400-71.2% | $3,574-80.7% | $2,281-69.7% |
| Participant deferral / active EE | $1,782 | $2,709-34.2% | $3,712-52.0% | $3,203-44.4% |
| Admin fee / account holder | $1,386 | $3,581-61.3% | $5,332-74.0% | $4,296-67.7% |