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 | $41,315 | $45,073-8.3% | $69,455-40.5% | $72,985-43.4% |
| Participation rate | 73.3% | 68.5%+4.8pp | 74.6%-1.3pp | 69.5%+3.8pp |
| Annual return | 5.69% | 22.65%-17.0pp | 28.97%-23.3pp | 81.00%-75.3pp |
| Employer contribution / active EE | $982 | $2,054-52.2% | $2,779-64.7% | $2,440-59.7% |
| Participant deferral / active EE | $1,238 | $2,602-52.4% | $3,535-65.0% | $3,607-65.7% |
| Admin fee / account holder | $7,504 | $3,056+145.6% | $3,839+95.5% | $5,124+46.4% |