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 | $43,489 | $43,327+0.4% | $59,878-27.4% | $64,186-32.2% |
| Participation rate | 74.2% | 69.2%+5.0pp | 74.7%-0.5pp | 69.6%+4.6pp |
| Annual return | -3.12% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,475 | $2,028-27.3% | $2,722-45.8% | $2,381-38.0% |
| Participant deferral / active EE | $2,323 | $2,546-8.8% | $3,402-31.7% | $3,470-33.0% |
| Admin fee / account holder | $1,805 | $3,005-39.9% | $3,590-49.7% | $4,888-63.1% |