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 | $45,795 | $53,596-14.6% | $90,645-49.5% | $64,186-28.7% |
| Participation rate | 73.2% | 64.5%+8.7pp | 74.0%-0.9pp | 69.6%+3.6pp |
| Annual return | -6.61% | 4.41%-11.0pp | 1.88%-8.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,043 | $1,503-30.6% | $2,532-58.8% | $2,381-56.2% |
| Participant deferral / active EE | $3,238 | $2,459+31.7% | $3,425-5.4% | $3,470-6.7% |
| Admin fee / account holder | $1,017 | $3,868-73.7% | $4,994-79.6% | $4,888-79.2% |