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 | $38,456 | $62,586-38.6% | $76,768-49.9% | $64,186-40.1% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.0pp | 69.6%+8.4pp |
| Annual return | -4.77% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $554 | $1,832-69.8% | $2,485-77.7% | $2,381-76.7% |
| Participant deferral / active EE | $2,966 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $4,593 | $4,667-1.6% | $6,675-31.2% | $4,888-6.0% |