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 | $40,650 | $61,660-34.1% | $80,019-49.2% | $64,186-36.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.45% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,476 | $1,810-18.5% | $2,468-40.2% | $2,381-38.0% |
| Participant deferral / active EE | $4,041 | $2,968+36.2% | $3,686+9.7% | $3,470+16.5% |
| Admin fee / account holder | $5,117 | $5,417-5.5% | $6,521-21.5% | $4,888+4.7% |