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 | $33,658 | $56,484-40.4% | $169,463-80.1% | $64,186-47.6% |
| Participation rate | 95.0% | 64.5%+30.5pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | -5.32% | -1.55%-3.8pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,121 | $1,832+70.3% | $4,159-25.0% | $2,381+31.1% |
| Participant deferral / active EE | $5,625 | $3,448+63.1% | $5,277+6.6% | $3,470+62.1% |
| Admin fee / account holder | $1,968 | $4,174-52.9% | $9,109-78.4% | $4,888-59.7% |