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 | $43,816 | $67,411-35.0% | $91,001-51.9% | $70,131-37.5% |
| Participation rate | 84.4% | 71.4%+13.0pp | 75.6%+8.8pp | 69.5%+14.8pp |
| Annual return | 15.16% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,246 | $1,786-30.2% | $2,456-49.3% | $2,342-46.8% |
| Participant deferral / active EE | $2,684 | $2,823-4.9% | $3,547-24.3% | $3,332-19.4% |
| Admin fee / account holder | $454 | $4,236-89.3% | $5,417-91.6% | $4,645-90.2% |