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 | $45,611 | $103,949-56.1% | $69,182-34.1% | $273,961-83.4% |
| Participation rate | 71.4% | 67.4%+4.1pp | 55.1%+16.3pp | 83.0%-11.6pp |
| Annual return | 7.27% | 35.28%-28.0pp | -21.93%+29.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,847 | $1,783+3.6% | $1,206+53.1% | $4,869-62.1% |
| Participant deferral / active EE | $1,647 | $2,716-39.4% | $1,897-13.2% | $5,287-68.8% |
| Admin fee / account holder | $21,239 | $3,671+478.6% | $2,697+687.6% | $10,132+109.6% |