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 | $53,993 | $62,586-13.7% | $76,768-29.7% | $64,186-15.9% |
| Participation rate | 72.2% | 72.8%-0.6pp | 77.0%-4.7pp | 69.6%+2.7pp |
| Annual return | -2.28% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $651 | $1,832-64.5% | $2,485-73.8% | $2,381-72.6% |
| Participant deferral / active EE | $1,915 | $3,145-39.1% | $3,852-50.3% | $3,470-44.8% |
| Admin fee / account holder | $2,583 | $4,667-44.7% | $6,675-61.3% | $4,888-47.2% |