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 | $43,095 | $62,586-31.1% | $76,768-43.9% | $64,186-32.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $455 | $1,832-75.2% | $2,485-81.7% | $2,381-80.9% |
| Participant deferral / active EE | $3,086 | $3,145-1.9% | $3,852-19.9% | $3,470-11.1% |
| Admin fee / account holder | $8,246 | $4,667+76.7% | $6,675+23.5% | $4,888+68.7% |