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 | $44,629 | $117,983-62.2% | $101,794-56.2% | $142,382-68.7% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 11.92% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $564 | $2,773-79.7% | $2,289-75.3% | $4,299-86.9% |
| Participant deferral / active EE | $2,820 | $4,714-40.2% | $4,084-31.0% | $6,507-56.7% |
| Admin fee / account holder | $12,506 | $10,433+19.9% | $8,777+42.5% | $12,624-0.9% |