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 | $43,836 | $69,977-37.4% | $108,579-59.6% | $62,891-30.3% |
| Participation rate | 89.2% | 72.9%+16.3pp | 79.6%+9.6pp | 69.3%+19.9pp |
| Annual return | 7.07% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,003 | $2,135-53.0% | $3,758-73.3% | $2,281-56.0% |
| Participant deferral / active EE | $1,573 | $3,165-50.3% | $4,311-63.5% | $3,203-50.9% |
| Admin fee / account holder | $3,340 | $5,076-34.2% | $7,645-56.3% | $4,296-22.2% |