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 | $45,798 | $69,977-34.6% | $108,579-57.8% | $62,891-27.2% |
| Participation rate | 72.3% | 72.9%-0.6pp | 79.6%-7.2pp | 69.3%+3.0pp |
| Annual return | 8.14% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,674 | $3,165-15.5% | $4,311-38.0% | $3,203-16.5% |
| Admin fee / account holder | $484 | $5,076-90.5% | $7,645-93.7% | $4,296-88.7% |