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 | $46,672 | $62,586-25.4% | $76,768-39.2% | $64,186-27.3% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | -6.93% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,835 | $1,832+0.2% | $2,485-26.2% | $2,381-22.9% |
| Participant deferral / active EE | $2,481 | $3,145-21.1% | $3,852-35.6% | $3,470-28.5% |
| Admin fee / account holder | $4,571 | $4,667-2.1% | $6,675-31.5% | $4,888-6.5% |