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 | $32,740 | $83,908-61.0% | $68,509-52.2% | $125,391-73.9% |
| Participation rate | 90.9% | 78.2%+12.7pp | 74.7%+16.2pp | 83.2%+7.7pp |
| Annual return | -2.49% | 14.48%-17.0pp | 8.27%-10.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $551 | $3,031-81.8% | $2,278-75.8% | $4,866-88.7% |
| Participant deferral / active EE | $2,443 | $4,125-40.8% | $3,382-27.8% | $5,352-54.3% |
| Admin fee / account holder | $603 | $8,982-93.3% | $5,275-88.6% | $9,540-93.7% |