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 | $45,735 | $45,863-0.3% | $77,024-40.6% | $68,494-33.2% |
| Participation rate | 75.6% | 55.9%+19.7pp | 67.9%+7.7pp | 67.9%+7.7pp |
| Annual return | -16.56% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,635 | $1,650+59.7% | $2,812-6.3% | $2,596+1.5% |
| Participant deferral / active EE | $5,340 | $2,962+80.3% | $4,426+20.6% | $4,027+32.6% |
| Admin fee / account holder | $2,432 | $3,041-20.0% | $5,425-55.2% | $5,403-55.0% |