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 | $44,749 | $53,412-16.2% | $68,509-34.7% | $52,331-14.5% |
| Participation rate | 83.2% | 71.7%+11.5pp | 74.7%+8.5pp | 68.1%+15.1pp |
| Annual return | 1.16% | 3.42%-2.3pp | 8.27%-7.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,334 | $1,607-17.0% | $2,278-41.4% | $1,882-29.1% |
| Participant deferral / active EE | $3,879 | $2,688+44.3% | $3,382+14.7% | $3,022+28.4% |
| Admin fee / account holder | $10,400 | $461+2156.7% | $5,275+97.2% | $592+1658.0% |