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 | $43,924 | $67,411-34.8% | $91,001-51.7% | $70,131-37.4% |
| Participation rate | 80.8% | 71.4%+9.4pp | 75.6%+5.2pp | 69.5%+11.2pp |
| Annual return | 18.35% | -40.16%+58.5pp | 4.60%+13.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $721 | $1,786-59.6% | $2,456-70.6% | $2,342-69.2% |
| Participant deferral / active EE | $1,964 | $2,823-30.4% | $3,547-44.6% | $3,332-41.0% |
| Admin fee / account holder | $361 | $4,236-91.5% | $5,417-93.3% | $4,645-92.2% |