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 | $27,868 | $43,327-35.7% | $59,878-53.5% | $64,186-56.6% |
| Participation rate | 75.8% | 69.2%+6.6pp | 74.7%+1.1pp | 69.6%+6.2pp |
| Annual return | -2.60% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,416 | $2,028-30.2% | $2,722-48.0% | $2,381-40.5% |
| Participant deferral / active EE | $2,654 | $2,546+4.3% | $3,402-22.0% | $3,470-23.5% |
| Admin fee / account holder | $1,131 | $3,005-62.4% | $3,590-68.5% | $4,888-76.9% |