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 | $36,381 | $61,660-41.0% | $80,019-54.5% | $64,186-43.3% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -4.49% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,072 | $1,810+124.9% | $2,468+65.0% | $2,381+71.0% |
| Participant deferral / active EE | $3,012 | $2,968+1.5% | $3,686-18.3% | $3,470-13.2% |
| Admin fee / account holder | $2,040 | $5,417-62.3% | $6,521-68.7% | $4,888-58.3% |