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 | $58,229 | $76,401-23.8% | $106,387-45.3% | $64,186-9.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -2.54% | -2.19%-0.3pp | 0.25%-2.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,937 | $2,680-27.7% | $3,520-45.0% | $2,381-18.6% |
| Participant deferral / active EE | $4,384 | $4,274+2.6% | $5,421-19.1% | $3,470+26.3% |
| Admin fee / account holder | $897 | $4,610-80.5% | $7,510-88.1% | $4,888-81.7% |