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 | $57,016 | $61,660-7.5% | $80,019-28.7% | $64,186-11.2% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | -3.57% | -0.33%-3.2pp | 11.22%-14.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,698 | $1,810-6.2% | $2,468-31.2% | $2,381-28.7% |
| Participant deferral / active EE | $2,797 | $2,968-5.8% | $3,686-24.1% | $3,470-19.4% |
| Admin fee / account holder | $11,321 | $5,417+109.0% | $6,521+73.6% | $4,888+131.6% |