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 | $45,550 | $64,707-29.6% | $112,228-59.4% | $68,494-33.5% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -12.53% | -11.40%-1.1pp | 27.45%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,893 | $2,746+5.4% | $3,635-20.4% | $2,596+11.4% |
| Participant deferral / active EE | $4,757 | $3,565+33.4% | $4,728+0.6% | $4,027+18.1% |
| Admin fee / account holder | $682 | $5,232-87.0% | $6,410-89.4% | $5,403-87.4% |