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 | $37,545 | $61,660-39.1% | $80,019-53.1% | $64,186-41.5% |
| Participation rate | 75.6% | 71.7%+3.9pp | 75.8%-0.2pp | 69.6%+6.0pp |
| Annual return | -5.58% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,490 | $1,810-17.7% | $2,468-39.6% | $2,381-37.4% |
| Participant deferral / active EE | $4,287 | $2,968+44.5% | $3,686+16.3% | $3,470+23.6% |
| Admin fee / account holder | $6,974 | $5,417+28.7% | $6,521+7.0% | $4,888+42.7% |