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 | $45,529 | $56,484-19.4% | $169,463-73.1% | $64,186-29.1% |
| Participation rate | 97.9% | 64.5%+33.4pp | 77.8%+20.1pp | 69.6%+28.3pp |
| Annual return | -2.46% | -1.55%-0.9pp | 1.83%-4.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,486 | $1,832-18.9% | $4,159-64.3% | $2,381-37.6% |
| Participant deferral / active EE | $3,944 | $3,448+14.4% | $5,277-25.3% | $3,470+13.7% |
| Admin fee / account holder | $1,534 | $4,174-63.3% | $9,109-83.2% | $4,888-68.6% |