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 | $34,129 | $107,791-68.3% | $90,645-62.3% | $135,375-74.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -0.20% | -0.90%+0.7pp | 1.88%-2.1pp | 519.73%-519.9pp |
| Employer contribution / active EE | $726 | $3,018-76.0% | $2,532-71.3% | $4,779-84.8% |
| Participant deferral / active EE | $1,996 | $3,872-48.5% | $3,425-41.7% | $5,609-64.4% |
| Admin fee / account holder | $323 | $5,930-94.6% | $4,994-93.5% | $10,827-97.0% |