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 | $34,626 | $43,327-20.1% | $59,878-42.2% | $64,186-46.1% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -1.71% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,280 | $2,546-49.7% | $3,402-62.4% | $3,470-63.1% |
| Admin fee / account holder | $803 | $3,005-73.3% | $3,590-77.6% | $4,888-83.6% |