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 | $46,547 | $50,958-8.7% | $74,550-37.6% | $64,186-27.5% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.6pp |
| Annual return | -5.31% | -1.86%-3.5pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $866 | $1,115-22.4% | $1,961-55.9% | $2,381-63.6% |
| Participant deferral / active EE | $2,225 | $2,301-3.3% | $3,108-28.4% | $3,470-35.9% |
| Admin fee / account holder | $763 | $4,223-81.9% | $5,060-84.9% | $4,888-84.4% |