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 | $46,154 | $62,586-26.3% | $76,768-39.9% | $64,186-28.1% |
| Participation rate | 75.6% | 72.8%+2.8pp | 77.0%-1.4pp | 69.6%+6.0pp |
| Annual return | -6.54% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $618 | $1,832-66.3% | $2,485-75.1% | $2,381-74.0% |
| Participant deferral / active EE | $3,726 | $3,145+18.5% | $3,852-3.3% | $3,470+7.4% |
| Admin fee / account holder | $2,339 | $4,667-49.9% | $6,675-65.0% | $4,888-52.1% |