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 | $47,268 | $62,586-24.5% | $76,768-38.4% | $64,186-26.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -3.82% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,447 | $1,832-21.0% | $2,485-41.8% | $2,381-39.2% |
| Participant deferral / active EE | $5,566 | $3,145+77.0% | $3,852+44.5% | $3,470+60.4% |
| Admin fee / account holder | $1,179 | $4,667-74.7% | $6,675-82.3% | $4,888-75.9% |