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 | $43,108 | $62,586-31.1% | $76,768-43.8% | $64,186-32.8% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -0.05% | -1.95%+1.9pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,996 | $1,832+8.9% | $2,485-19.7% | $2,381-16.2% |
| Participant deferral / active EE | $4,744 | $3,145+50.9% | $3,852+23.2% | $3,470+36.7% |
| Admin fee / account holder | $6,054 | $4,667+29.7% | $6,675-9.3% | $4,888+23.8% |