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 | $44,112 | $117,983-62.6% | $101,794-56.7% | $142,382-69.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,806 | $2,773-34.9% | $2,289-21.1% | $4,299-58.0% |
| Participant deferral / active EE | $2,134 | $4,714-54.7% | $4,084-47.8% | $6,507-67.2% |
| Admin fee / account holder | $27,683 | $10,433+165.3% | $8,777+215.4% | $12,624+119.3% |