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 | $33,688 | $71,883-53.1% | $86,677-61.1% | $68,494-50.8% |
| Participation rate | 83.0% | 72.2%+10.8pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -18.46% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $692 | $2,173-68.2% | $2,836-75.6% | $2,596-73.4% |
| Participant deferral / active EE | $4,282 | $3,779+13.3% | $4,656-8.0% | $4,027+6.3% |
| Admin fee / account holder | $3,841 | $6,112-37.2% | $7,493-48.7% | $5,403-28.9% |