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 | $25,618 | $62,586-59.1% | $76,768-66.6% | $64,186-60.1% |
| Participation rate | 78.4% | 72.8%+5.6pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $526 | $1,832-71.3% | $2,485-78.8% | $2,381-77.9% |
| Participant deferral / active EE | $1,617 | $3,145-48.6% | $3,852-58.0% | $3,470-53.4% |
| Admin fee / account holder | $1,009 | $4,667-78.4% | $6,675-84.9% | $4,888-79.3% |