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 | $46,458 | $58,577-20.7% | $83,333-44.3% | $64,186-27.6% |
| Participation rate | 83.7% | 72.0%+11.6pp | 77.8%+5.9pp | 69.6%+14.1pp |
| Annual return | -3.93% | 9.65%-13.6pp | 10.63%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,367 | $2,098+12.8% | $3,379-29.9% | $2,381-0.6% |
| Participant deferral / active EE | $4,629 | $4,654-0.5% | $5,565-16.8% | $3,470+33.4% |
| Admin fee / account holder | $5,931 | $9,275-36.1% | $7,510-21.0% | $4,888+21.3% |