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 | $29,289 | $43,327-32.4% | $59,878-51.1% | $64,186-54.4% |
| Participation rate | 75.6% | 69.2%+6.4pp | 74.7%+0.9pp | 69.6%+6.0pp |
| Annual return | -5.32% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,546 | $2,028-23.8% | $2,722-43.2% | $2,381-35.1% |
| Participant deferral / active EE | $3,424 | $2,546+34.5% | $3,402+0.7% | $3,470-1.3% |
| Admin fee / account holder | $5,780 | $3,005+92.3% | $3,590+61.0% | $4,888+18.2% |