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 | $46,236 | $81,208-43.1% | $98,907-53.3% | $79,858-42.1% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 15.12% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $818 | $1,960-58.3% | $2,689-69.6% | $2,471-66.9% |
| Participant deferral / active EE | $3,157 | $3,265-3.3% | $4,244-25.6% | $3,740-15.6% |
| Admin fee / account holder | $3,559 | $6,013-40.8% | $6,642-46.4% | $5,306-32.9% |