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 | $46,631 | $67,411-30.8% | $91,001-48.8% | $70,131-33.5% |
| Participation rate | 70.5% | 71.4%-0.9pp | 75.6%-5.1pp | 69.5%+0.9pp |
| Annual return | 17.77% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $735 | $1,786-58.8% | $2,456-70.1% | $2,342-68.6% |
| Participant deferral / active EE | $2,228 | $2,823-21.1% | $3,547-37.2% | $3,332-33.1% |
| Admin fee / account holder | $2,945 | $4,236-30.5% | $5,417-45.6% | $4,645-36.6% |