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 | $59,895 | $67,411-11.2% | $91,001-34.2% | $70,131-14.6% |
| Participation rate | 73.2% | 71.4%+1.8pp | 75.6%-2.4pp | 69.5%+3.7pp |
| Annual return | 17.26% | -40.16%+57.4pp | 4.60%+12.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $590 | $1,786-67.0% | $2,456-76.0% | $2,342-74.8% |
| Participant deferral / active EE | $1,873 | $2,823-33.6% | $3,547-47.2% | $3,332-43.8% |
| Admin fee / account holder | $946 | $4,236-77.7% | $5,417-82.5% | $4,645-79.6% |