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 | $55,523 | $56,484-1.7% | $169,463-67.2% | $64,186-13.5% |
| Participation rate | 87.2% | 64.5%+22.6pp | 77.8%+9.4pp | 69.6%+17.6pp |
| Annual return | -6.98% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,675 | $1,832-8.6% | $4,159-59.7% | $2,381-29.6% |
| Participant deferral / active EE | $5,443 | $3,448+57.9% | $5,277+3.1% | $3,470+56.9% |
| Admin fee / account holder | $9,973 | $4,174+138.9% | $9,109+9.5% | $4,888+104.0% |