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 | $32,461 | $82,664-60.7% | $125,339-74.1% | $68,494-52.6% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | 2.38% | -5.97%+8.3pp | 572.05%-569.7pp | -7.84%+10.2pp |
| Employer contribution / active EE | $1,160 | $3,381-65.7% | $4,814-75.9% | $2,596-55.3% |
| Participant deferral / active EE | $3,767 | $6,110-38.4% | $7,446-49.4% | $4,027-6.5% |
| Admin fee / account holder | $9,348 | $6,275+49.0% | $10,010-6.6% | $5,403+73.0% |