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 | $52,385 | $62,586-16.3% | $76,768-31.8% | $64,186-18.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -3.63% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $455 | $1,832-75.2% | $2,485-81.7% | $2,381-80.9% |
| Participant deferral / active EE | $2,458 | $3,145-21.8% | $3,852-36.2% | $3,470-29.1% |
| Admin fee / account holder | $7,209 | $4,667+54.5% | $6,675+8.0% | $4,888+47.5% |