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 | $56,247 | $54,726+2.8% | $68,793-18.2% | $64,186-12.4% |
| Participation rate | 79.6% | 68.0%+11.6pp | 72.2%+7.4pp | 69.6%+10.1pp |
| Annual return | -4.45% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,068 | $1,846-42.2% | $2,625-59.3% | $2,381-55.1% |
| Participant deferral / active EE | $3,042 | $2,626+15.8% | $3,311-8.1% | $3,470-12.3% |
| Admin fee / account holder | $2,295 | $4,027-43.0% | $5,131-55.3% | $4,888-53.0% |