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 | $57,890 | $50,958+13.6% | $74,550-22.3% | $64,186-9.8% |
| Participation rate | 87.0% | 61.1%+26.0pp | 69.1%+17.9pp | 69.6%+17.5pp |
| Annual return | -6.20% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,602 | $1,115+43.6% | $1,961-18.3% | $2,381-32.7% |
| Participant deferral / active EE | $4,051 | $2,301+76.0% | $3,108+30.3% | $3,470+16.8% |
| Admin fee / account holder | $5,411 | $4,223+28.1% | $5,060+6.9% | $4,888+10.7% |