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 | $51,189 | $62,586-18.2% | $76,768-33.3% | $64,186-20.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,842 | $1,832+0.6% | $2,485-25.9% | $2,381-22.6% |
| Participant deferral / active EE | $3,570 | $3,145+13.5% | $3,852-7.3% | $3,470+2.9% |
| Admin fee / account holder | $645 | $4,667-86.2% | $6,675-90.3% | $4,888-86.8% |