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 | $32,909 | $61,660-46.6% | $80,019-58.9% | $64,186-48.7% |
| Participation rate | 71.8% | 71.7%+0.1pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | -6.59% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,212 | $1,810+22.2% | $2,468-10.4% | $2,381-7.1% |
| Participant deferral / active EE | $3,163 | $2,968+6.6% | $3,686-14.2% | $3,470-8.8% |
| Admin fee / account holder | $798 | $5,417-85.3% | $6,521-87.8% | $4,888-83.7% |