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 | $45,895 | $53,596-14.4% | $90,645-49.4% | $64,186-28.5% |
| Participation rate | 83.7% | 64.5%+19.2pp | 74.0%+9.7pp | 69.6%+14.2pp |
| Annual return | -7.03% | 4.41%-11.4pp | 1.88%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $957 | $1,503-36.3% | $2,532-62.2% | $2,381-59.8% |
| Participant deferral / active EE | $3,802 | $2,459+54.6% | $3,425+11.0% | $3,470+9.6% |
| Admin fee / account holder | $1,399 | $3,868-63.8% | $4,994-72.0% | $4,888-71.4% |