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 | $47,308 | $62,586-24.4% | $76,768-38.4% | $64,186-26.3% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -6.75% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,362 | $1,832+28.9% | $2,485-5.0% | $2,381-0.8% |
| Participant deferral / active EE | $4,122 | $3,145+31.1% | $3,852+7.0% | $3,470+18.8% |
| Admin fee / account holder | $954 | $4,667-79.6% | $6,675-85.7% | $4,888-80.5% |