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 | $38,203 | $67,411-43.3% | $91,001-58.0% | $70,131-45.5% |
| Participation rate | 80.4% | 71.4%+9.0pp | 75.6%+4.8pp | 69.5%+10.9pp |
| Annual return | 17.10% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,016 | $1,786+12.9% | $2,456-17.9% | $2,342-13.9% |
| Participant deferral / active EE | $3,421 | $2,823+21.2% | $3,547-3.6% | $3,332+2.7% |
| Admin fee / account holder | $18,956 | $4,236+347.5% | $5,417+249.9% | $4,645+308.1% |