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 | $50,623 | $61,660-17.9% | $80,019-36.7% | $64,186-21.1% |
| Participation rate | 90.4% | 71.7%+18.7pp | 75.8%+14.6pp | 69.6%+20.8pp |
| Annual return | -2.93% | -0.33%-2.6pp | 11.22%-14.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $404 | $1,810-77.7% | $2,468-83.6% | $2,381-83.0% |
| Participant deferral / active EE | $4,354 | $2,968+46.7% | $3,686+18.1% | $3,470+25.5% |
| Admin fee / account holder | $1,351 | $5,417-75.1% | $6,521-79.3% | $4,888-72.4% |