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 | $33,900 | $62,586-45.8% | $76,768-55.8% | $64,186-47.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -4.95% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,119 | $1,832+15.7% | $2,485-14.7% | $2,381-11.0% |
| Participant deferral / active EE | $3,037 | $3,145-3.4% | $3,852-21.2% | $3,470-12.5% |
| Admin fee / account holder | $5,771 | $4,667+23.6% | $6,675-13.5% | $4,888+18.1% |