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 | $47,936 | $62,586-23.4% | $76,768-37.6% | $64,186-25.3% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,752 | $1,832+50.2% | $2,485+10.8% | $2,381+15.6% |
| Participant deferral / active EE | $3,112 | $3,145-1.0% | $3,852-19.2% | $3,470-10.3% |
| Admin fee / account holder | $3,623 | $4,667-22.4% | $6,675-45.7% | $4,888-25.9% |