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 | $25,219 | $58,577-56.9% | $83,333-69.7% | $64,186-60.7% |
| Participation rate | 92.9% | 72.0%+20.8pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -0.39% | 9.65%-10.0pp | 10.63%-11.0pp | 7.63%-8.0pp |
| Employer contribution / active EE | $3,157 | $2,098+50.4% | $3,379-6.6% | $2,381+32.6% |
| Participant deferral / active EE | $4,083 | $4,654-12.3% | $5,565-26.6% | $3,470+17.7% |
| Admin fee / account holder | $967 | $9,275-89.6% | $7,510-87.1% | $4,888-80.2% |