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 | $45,059 | $52,836-14.7% | $105,738-57.4% | $64,186-29.8% |
| Participation rate | 80.4% | 66.5%+13.8pp | 76.3%+4.0pp | 69.6%+10.8pp |
| Annual return | -4.44% | 14.30%-18.7pp | 6.27%-10.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $883 | $1,827-51.7% | $3,268-73.0% | $2,381-62.9% |
| Participant deferral / active EE | $3,136 | $2,545+23.2% | $4,080-23.1% | $3,470-9.6% |
| Admin fee / account holder | $6,036 | $3,959+52.5% | $6,913-12.7% | $4,888+23.5% |