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 | $182,360 | $67,411+170.5% | $91,001+100.4% | $70,131+160.0% |
| Participation rate | 70.2% | 71.4%-1.2pp | 75.6%-5.4pp | 69.5%+0.6pp |
| Annual return | 23.50% | -40.16%+63.7pp | 4.60%+18.9pp | 73.14%-49.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,447 | $2,823+22.1% | $3,547-2.8% | $3,332+3.5% |
| Admin fee / account holder | $3,057 | $4,236-27.8% | $5,417-43.6% | $4,645-34.2% |