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 | $29,372 | $69,518-57.7% | $59,878-50.9% | $135,375-78.3% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.7%+21.0pp | 82.6%+13.0pp |
| Annual return | -3.36% | 7.94%-11.3pp | 3.46%-6.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,262 | $3,235-61.0% | $2,722-53.6% | $4,779-73.6% |
| Participant deferral / active EE | $4,803 | $4,206+14.2% | $3,402+41.2% | $5,609-14.4% |
| Admin fee / account holder | $1,205 | $5,734-79.0% | $3,590-66.4% | $10,827-88.9% |