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 | $34,491 | $87,540-60.6% | $75,781-54.5% | $125,391-72.5% |
| Participation rate | 81.3% | 80.2%+1.1pp | 75.8%+5.4pp | 83.2%-1.9pp |
| Annual return | -1.69% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,511 | $3,930-61.6% | $3,323-54.5% | $4,866-69.0% |
| Participant deferral / active EE | $3,386 | $4,229-19.9% | $3,651-7.3% | $5,352-36.7% |
| Admin fee / account holder | $1,076 | $6,502-83.5% | $5,299-79.7% | $9,540-88.7% |