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 | $50,015 | $43,327+15.4% | $59,878-16.5% | $64,186-22.1% |
| Participation rate | 98.6% | 69.2%+29.4pp | 74.7%+23.9pp | 69.6%+29.0pp |
| Annual return | -2.18% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,977 | $2,028-2.6% | $2,722-27.4% | $2,381-17.0% |
| Participant deferral / active EE | $2,611 | $2,546+2.6% | $3,402-23.3% | $3,470-24.7% |
| Admin fee / account holder | $3,253 | $3,005+8.3% | $3,590-9.4% | $4,888-33.4% |