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 | $47,874 | $62,586-23.5% | $76,768-37.6% | $64,186-25.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,149 | $1,832+71.9% | $2,485+26.7% | $2,381+32.3% |
| Participant deferral / active EE | $1,748 | $3,145-44.4% | $3,852-54.6% | $3,470-49.6% |
| Admin fee / account holder | $6,302 | $4,667+35.0% | $6,675-5.6% | $4,888+28.9% |