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 | $36,965 | $43,327-14.7% | $59,878-38.3% | $64,186-42.4% |
| Participation rate | 80.4% | 69.2%+11.2pp | 74.7%+5.7pp | 69.6%+10.8pp |
| Annual return | 4.55% | -1.55%+6.1pp | 3.46%+1.1pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,419 | $2,028-30.0% | $2,722-47.9% | $2,381-40.4% |
| Participant deferral / active EE | $3,809 | $2,546+49.6% | $3,402+12.0% | $3,470+9.8% |
| Admin fee / account holder | $3,454 | $3,005+14.9% | $3,590-3.8% | $4,888-29.3% |