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 | $54,444 | $53,596+1.6% | $90,645-39.9% | $64,186-15.2% |
| Participation rate | 72.4% | 64.5%+7.9pp | 74.0%-1.7pp | 69.6%+2.8pp |
| Annual return | -4.59% | 4.41%-9.0pp | 1.88%-6.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $459 | $1,503-69.4% | $2,532-81.9% | $2,381-80.7% |
| Participant deferral / active EE | $2,760 | $2,459+12.2% | $3,425-19.4% | $3,470-20.5% |
| Admin fee / account holder | $1,137 | $3,868-70.6% | $4,994-77.2% | $4,888-76.7% |