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 | $39,778 | $43,327-8.2% | $59,878-33.6% | $64,186-38.0% |
| Participation rate | 86.0% | 69.2%+16.9pp | 74.7%+11.3pp | 69.6%+16.5pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,494 | $2,028+23.0% | $2,722-8.4% | $2,381+4.8% |
| Participant deferral / active EE | $3,108 | $2,546+22.1% | $3,402-8.6% | $3,470-10.4% |
| Admin fee / account holder | $905 | $3,005-69.9% | $3,590-74.8% | $4,888-81.5% |