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 | $35,535 | $71,883-50.6% | $86,677-59.0% | $68,494-48.1% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -8.98% | 3.52%-12.5pp | 35.91%-44.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $3,510 | $2,173+61.5% | $2,836+23.7% | $2,596+35.2% |
| Participant deferral / active EE | $4,040 | $3,779+6.9% | $4,656-13.2% | $4,027+0.3% |
| Admin fee / account holder | $2,127 | $6,112-65.2% | $7,493-71.6% | $5,403-60.6% |