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 | $59,859 | $54,726+9.4% | $68,793-13.0% | $64,186-6.7% |
| Participation rate | 73.9% | 68.0%+5.9pp | 72.2%+1.7pp | 69.6%+4.3pp |
| Annual return | -6.17% | -1.62%-4.6pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,212 | $1,846-34.3% | $2,625-53.8% | $2,381-49.1% |
| Participant deferral / active EE | $2,292 | $2,626-12.7% | $3,311-30.8% | $3,470-33.9% |
| Admin fee / account holder | $3,415 | $4,027-15.2% | $5,131-33.4% | $4,888-30.1% |