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 | $48,157 | $50,958-5.5% | $74,550-35.4% | $64,186-25.0% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -6.79% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $440 | $1,115-60.5% | $1,961-77.6% | $2,381-81.5% |
| Participant deferral / active EE | $3,264 | $2,301+41.8% | $3,108+5.0% | $3,470-5.9% |
| Admin fee / account holder | $709 | $4,223-83.2% | $5,060-86.0% | $4,888-85.5% |