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 | $51,771 | $49,280+5.1% | $67,313-23.1% | $64,186-19.3% |
| Participation rate | 84.0% | 60.8%+23.2pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -4.48% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,299 | $1,668-22.2% | $2,566-49.4% | $2,381-45.4% |
| Participant deferral / active EE | $3,706 | $2,484+49.2% | $3,568+3.9% | $3,470+6.8% |
| Admin fee / account holder | $17,597 | $3,863+355.6% | $4,507+290.5% | $4,888+260.0% |