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 | $30,286 | $77,813-61.1% | $123,544-75.5% | $64,186-52.8% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -3.98% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $600 | $3,014-80.1% | $4,628-87.0% | $2,381-74.8% |
| Participant deferral / active EE | $4,586 | $5,240-12.5% | $6,426-28.6% | $3,470+32.2% |
| Admin fee / account holder | $942 | $5,519-82.9% | $9,284-89.9% | $4,888-80.7% |