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 | $46,125 | $43,327+6.5% | $59,878-23.0% | $64,186-28.1% |
| Participation rate | 72.0% | 69.2%+2.8pp | 74.7%-2.7pp | 69.6%+2.4pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,612 | $2,546+2.6% | $3,402-23.2% | $3,470-24.7% |
| Admin fee / account holder | $4,047 | $3,005+34.7% | $3,590+12.7% | $4,888-17.2% |