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 | $56,621 | $62,586-9.5% | $76,768-26.2% | $64,186-11.8% |
| Participation rate | 93.1% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -5.39% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,805 | $1,832-1.5% | $2,485-27.4% | $2,381-24.2% |
| Participant deferral / active EE | $2,886 | $3,145-8.2% | $3,852-25.1% | $3,470-16.8% |
| Admin fee / account holder | $2,147 | $4,667-54.0% | $6,675-67.8% | $4,888-56.1% |