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 | $53,220 | $62,586-15.0% | $76,768-30.7% | $64,186-17.1% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,124 | $1,832+125.1% | $2,485+65.9% | $2,381+73.2% |
| Participant deferral / active EE | $3,823 | $3,145+21.6% | $3,852-0.7% | $3,470+10.2% |
| Admin fee / account holder | $3,200 | $4,667-31.4% | $6,675-52.1% | $4,888-34.5% |