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 | $30,811 | $57,354-46.3% | $83,848-63.3% | $64,186-52.0% |
| Participation rate | 92.2% | 68.6%+23.6pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -4.61% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $849 | $2,545-66.6% | $3,631-76.6% | $2,381-64.3% |
| Participant deferral / active EE | $3,799 | $2,993+26.9% | $4,082-6.9% | $3,470+9.5% |
| Admin fee / account holder | $2,147 | $4,046-46.9% | $5,478-60.8% | $4,888-56.1% |