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 | $54,558 | $48,265+13.0% | $68,791-20.7% | $68,494-20.3% |
| Participation rate | 72.4% | 60.7%+11.7pp | 69.0%+3.4pp | 67.9%+4.5pp |
| Annual return | -13.63% | -12.71%-0.9pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,528 | $1,829-16.4% | $2,655-42.4% | $2,596-41.1% |
| Participant deferral / active EE | $3,997 | $2,867+39.4% | $3,941+1.4% | $4,027-0.8% |
| Admin fee / account holder | $2,627 | $4,355-39.7% | $4,932-46.7% | $5,403-51.4% |