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 | $31,085 | $92,222-66.3% | $76,768-59.5% | $135,375-77.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -0.76% | 5.46%-6.2pp | 2.43%-3.2pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,283 | $3,216-29.0% | $2,485-8.1% | $4,779-52.2% |
| Participant deferral / active EE | $5,529 | $4,509+22.6% | $3,852+43.5% | $5,609-1.4% |
| Admin fee / account holder | $411 | $10,748-96.2% | $6,675-93.8% | $10,827-96.2% |