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 | $48,182 | $46,674+3.2% | $117,472-59.0% | $68,494-29.7% |
| Participation rate | 95.3% | 56.8%+38.6pp | 70.6%+24.8pp | 67.9%+27.5pp |
| Annual return | 3.19% | -14.52%+17.7pp | 29.74%-26.6pp | -7.84%+11.0pp |
| Employer contribution / active EE | $975 | $1,505-35.2% | $4,176-76.6% | $2,596-62.4% |
| Participant deferral / active EE | $2,618 | $2,636-0.7% | $4,070-35.7% | $4,027-35.0% |
| Admin fee / account holder | $15,589 | $4,020+287.8% | $5,645+176.2% | $5,403+188.5% |