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 | $35,396 | $62,586-43.4% | $76,768-53.9% | $64,186-44.9% |
| Participation rate | 96.1% | 72.8%+23.3pp | 77.0%+19.1pp | 69.6%+26.5pp |
| Annual return | -5.78% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,272 | $1,832-30.6% | $2,485-48.8% | $2,381-46.6% |
| Participant deferral / active EE | $2,185 | $3,145-30.5% | $3,852-43.3% | $3,470-37.0% |
| Admin fee / account holder | $6,731 | $4,667+44.2% | $6,675+0.8% | $4,888+37.7% |