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 | $34,006 | $52,681-35.4% | $75,781-55.1% | $59,632-43.0% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.8%+3.6pp | 68.7%+10.7pp |
| Annual return | 0.56% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,471 | $2,193-33.0% | $3,323-55.7% | $2,203-33.2% |
| Participant deferral / active EE | $1,516 | $2,591-41.5% | $3,651-58.5% | $3,192-52.5% |
| Admin fee / account holder | $1,147 | $3,610-68.2% | $5,299-78.4% | $4,297-73.3% |