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 | $55,643 | $61,660-9.8% | $80,019-30.5% | $64,186-13.3% |
| Participation rate | 72.3% | 71.7%+0.7pp | 75.8%-3.5pp | 69.6%+2.8pp |
| Annual return | -5.17% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,874 | $1,810+3.5% | $2,468-24.1% | $2,381-21.3% |
| Participant deferral / active EE | $4,228 | $2,968+42.5% | $3,686+14.7% | $3,470+21.9% |
| Admin fee / account holder | $626 | $5,417-88.4% | $6,521-90.4% | $4,888-87.2% |