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 | $52,578 | $67,411-22.0% | $91,001-42.2% | $70,131-25.0% |
| Participation rate | 86.4% | 71.4%+15.0pp | 75.6%+10.8pp | 69.5%+16.8pp |
| Annual return | 16.51% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $508 | $1,786-71.6% | $2,456-79.3% | $2,342-78.3% |
| Participant deferral / active EE | $2,876 | $2,823+1.9% | $3,547-18.9% | $3,332-13.7% |
| Admin fee / account holder | $808 | $4,236-80.9% | $5,417-85.1% | $4,645-82.6% |