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 | $51,354 | $49,280+4.2% | $67,313-23.7% | $64,186-20.0% |
| Participation rate | 76.7% | 60.8%+15.9pp | 69.1%+7.6pp | 69.6%+7.1pp |
| Annual return | -7.77% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,308 | $1,668-21.6% | $2,566-49.0% | $2,381-45.1% |
| Participant deferral / active EE | $3,533 | $2,484+42.2% | $3,568-1.0% | $3,470+1.8% |
| Admin fee / account holder | $12,119 | $3,863+213.8% | $4,507+168.9% | $4,888+147.9% |