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 | $60,882 | $62,586-2.7% | $76,768-20.7% | $64,186-5.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -4.38% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,421 | $1,832-22.4% | $2,485-42.8% | $2,381-40.3% |
| Participant deferral / active EE | $3,513 | $3,145+11.7% | $3,852-8.8% | $3,470+1.2% |
| Admin fee / account holder | $1,273 | $4,667-72.7% | $6,675-80.9% | $4,888-74.0% |