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 | $61,839 | $67,411-8.3% | $91,001-32.0% | $70,131-11.8% |
| Participation rate | 74.4% | 71.4%+3.1pp | 75.6%-1.2pp | 69.5%+4.9pp |
| Annual return | 16.79% | -40.16%+57.0pp | 4.60%+12.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $342 | $1,786-80.9% | $2,456-86.1% | $2,342-85.4% |
| Participant deferral / active EE | $3,051 | $2,823+8.1% | $3,547-14.0% | $3,332-8.4% |
| Admin fee / account holder | $2,467 | $4,236-41.8% | $5,417-54.5% | $4,645-46.9% |