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 | $49,983 | $62,586-20.1% | $76,768-34.9% | $64,186-22.1% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -3.94% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,197 | $1,832-34.6% | $2,485-51.8% | $2,381-49.7% |
| Participant deferral / active EE | $2,921 | $3,145-7.1% | $3,852-24.2% | $3,470-15.8% |
| Admin fee / account holder | $18,798 | $4,667+302.8% | $6,675+181.6% | $4,888+284.6% |