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 | $49,096 | $61,660-20.4% | $80,019-38.6% | $64,186-23.5% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | -4.43% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $680 | $1,810-62.5% | $2,468-72.5% | $2,381-71.4% |
| Participant deferral / active EE | $1,796 | $2,968-39.5% | $3,686-51.3% | $3,470-48.2% |
| Admin fee / account holder | $1,879 | $5,417-65.3% | $6,521-71.2% | $4,888-61.6% |