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 | $45,223 | $61,660-26.7% | $80,019-43.5% | $64,186-29.5% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | -2.43% | -0.33%-2.1pp | 11.22%-13.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $884 | $1,810-51.2% | $2,468-64.2% | $2,381-62.9% |
| Participant deferral / active EE | $2,852 | $2,968-3.9% | $3,686-22.6% | $3,470-17.8% |
| Admin fee / account holder | $2,069 | $5,417-61.8% | $6,521-68.3% | $4,888-57.7% |