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 | $50,306 | $50,958-1.3% | $74,550-32.5% | $64,186-21.6% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.1%+24.5pp | 69.6%+24.0pp |
| Annual return | -5.67% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,501 | $1,115+34.6% | $1,961-23.4% | $2,381-37.0% |
| Participant deferral / active EE | $2,697 | $2,301+17.2% | $3,108-13.2% | $3,470-22.3% |
| Admin fee / account holder | $2,258 | $4,223-46.5% | $5,060-55.4% | $4,888-53.8% |