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 | $54,374 | $67,411-19.3% | $91,001-40.2% | $70,131-22.5% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 13.98% | -40.16%+54.1pp | 4.60%+9.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,047 | $1,786-41.4% | $2,456-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $2,696 | $2,823-4.5% | $3,547-24.0% | $3,332-19.1% |
| Admin fee / account holder | $3,983 | $4,236-6.0% | $5,417-26.5% | $4,645-14.3% |