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 | $44,445 | $62,586-29.0% | $76,768-42.1% | $64,186-30.8% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.2pp | 69.6%+22.6pp |
| Annual return | -6.08% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,391 | $1,832-24.1% | $2,485-44.0% | $2,381-41.6% |
| Participant deferral / active EE | $3,527 | $3,145+12.1% | $3,852-8.4% | $3,470+1.6% |
| Admin fee / account holder | $7,653 | $4,667+64.0% | $6,675+14.7% | $4,888+56.6% |