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 | $33,209 | $53,596-38.0% | $90,645-63.4% | $64,186-48.3% |
| Participation rate | 71.8% | 64.5%+7.3pp | 74.0%-2.3pp | 69.6%+2.2pp |
| Annual return | -5.37% | 4.41%-9.8pp | 1.88%-7.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,242 | $2,459-8.8% | $3,425-34.5% | $3,470-35.4% |
| Admin fee / account holder | $1,836 | $3,868-52.5% | $4,994-63.2% | $4,888-62.4% |