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 | $34,872 | $56,484-38.3% | $169,463-79.4% | $64,186-45.7% |
| Participation rate | 88.6% | 64.5%+24.0pp | 77.8%+10.8pp | 69.6%+19.0pp |
| Annual return | -4.78% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,064 | $1,832-42.0% | $4,159-74.4% | $2,381-55.3% |
| Participant deferral / active EE | $2,161 | $3,448-37.3% | $5,277-59.0% | $3,470-37.7% |
| Admin fee / account holder | $379 | $4,174-90.9% | $9,109-95.8% | $4,888-92.3% |