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 | $33,787 | $82,032-58.8% | $123,104-72.6% | $59,632-43.3% |
| Participation rate | 88.1% | 83.2%+4.9pp | 86.8%+1.3pp | 68.7%+19.4pp |
| Annual return | -0.25% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,911 | $3,297-42.0% | $5,151-62.9% | $2,203-13.2% |
| Participant deferral / active EE | $3,830 | $4,667-17.9% | $6,230-38.5% | $3,192+20.0% |
| Admin fee / account holder | $2,354 | $5,881-60.0% | $9,015-73.9% | $4,297-45.2% |