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 | $46,310 | $61,660-24.9% | $80,019-42.1% | $64,186-27.9% |
| Participation rate | 93.6% | 71.7%+21.9pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | -2.81% | -0.33%-2.5pp | 11.22%-14.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,104 | $1,810-39.0% | $2,468-55.3% | $2,381-53.6% |
| Participant deferral / active EE | $3,313 | $2,968+11.6% | $3,686-10.1% | $3,470-4.5% |
| Admin fee / account holder | $4,619 | $5,417-14.7% | $6,521-29.2% | $4,888-5.5% |