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 | $43,751 | $62,586-30.1% | $76,768-43.0% | $64,186-31.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,577 | $1,832-13.9% | $2,485-36.5% | $2,381-33.8% |
| Participant deferral / active EE | $3,480 | $3,145+10.7% | $3,852-9.6% | $3,470+0.3% |
| Admin fee / account holder | $2,647 | $4,667-43.3% | $6,675-60.3% | $4,888-45.8% |