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 | $50,122 | $43,327+15.7% | $59,878-16.3% | $64,186-21.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | -6.51% | -1.55%-5.0pp | 3.46%-10.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,836 | $2,028+39.8% | $2,722+4.2% | $2,381+19.1% |
| Participant deferral / active EE | $4,040 | $2,546+58.7% | $3,402+18.8% | $3,470+16.4% |
| Admin fee / account holder | $537 | $3,005-82.1% | $3,590-85.0% | $4,888-89.0% |