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 | $58,991 | $62,586-5.7% | $76,768-23.2% | $64,186-8.1% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.3pp | 69.6%+2.1pp |
| Annual return | -2.99% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $446 | $1,832-75.7% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $3,503 | $3,145+11.4% | $3,852-9.1% | $3,470+1.0% |
| Admin fee / account holder | $9,683 | $4,667+107.5% | $6,675+45.1% | $4,888+98.1% |