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 | $39,145 | $50,958-23.2% | $74,550-47.5% | $64,186-39.0% |
| Participation rate | 82.8% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.2pp |
| Annual return | 12.28% | -1.86%+14.1pp | 32.53%-20.3pp | 7.63%+4.6pp |
| Employer contribution / active EE | $340 | $1,115-69.5% | $1,961-82.6% | $2,381-85.7% |
| Participant deferral / active EE | $2,888 | $2,301+25.5% | $3,108-7.1% | $3,470-16.8% |
| Admin fee / account holder | $21,386 | $4,223+406.5% | $5,060+322.7% | $4,888+337.5% |