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 | $48,502 | $100,754-51.9% | $86,677-44.0% | $134,475-63.9% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -13.16% | 29.04%-42.2pp | 35.91%-49.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $855 | $3,489-75.5% | $2,836-69.9% | $4,740-82.0% |
| Participant deferral / active EE | $3,950 | $5,338-26.0% | $4,656-15.1% | $6,400-38.3% |
| Admin fee / account holder | $2,809 | $10,926-74.3% | $7,493-62.5% | $11,426-75.4% |