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 | $52,815 | $62,586-15.6% | $76,768-31.2% | $64,186-17.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,408 | $1,832-23.2% | $2,485-43.4% | $2,381-40.9% |
| Participant deferral / active EE | $2,030 | $3,145-35.5% | $3,852-47.3% | $3,470-41.5% |
| Admin fee / account holder | $1,150 | $4,667-75.4% | $6,675-82.8% | $4,888-76.5% |