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 | $62,991 | $62,586+0.6% | $76,768-17.9% | $64,186-1.9% |
| Participation rate | 80.2% | 72.8%+7.4pp | 77.0%+3.3pp | 69.6%+10.7pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $668 | $1,832-63.5% | $2,485-73.1% | $2,381-71.9% |
| Participant deferral / active EE | $3,255 | $3,145+3.5% | $3,852-15.5% | $3,470-6.2% |
| Admin fee / account holder | $2,779 | $4,667-40.5% | $6,675-58.4% | $4,888-43.1% |