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 | $42,893 | $62,127-31.0% | $81,382-47.3% | $74,495-42.4% |
| Participation rate | 77.6% | 64.0%+13.5pp | 69.5%+8.1pp | 67.2%+10.4pp |
| Annual return | 11.93% | 16.48%-4.6pp | 24.73%-12.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,867 | $1,882-0.8% | $2,463-24.2% | $2,623-28.8% |
| Participant deferral / active EE | $2,861 | $3,229-11.4% | $3,883-26.3% | $4,346-34.2% |
| Admin fee / account holder | $3,205 | $1,934+65.7% | $5,768-44.4% | $1,942+65.1% |