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 | $37,951 | $62,586-39.4% | $76,768-50.6% | $64,186-40.9% |
| Participation rate | 85.5% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.9pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,182 | $1,832+19.1% | $2,485-12.2% | $2,381-8.3% |
| Participant deferral / active EE | $4,481 | $3,145+42.5% | $3,852+16.3% | $3,470+29.2% |
| Admin fee / account holder | $3,467 | $4,667-25.7% | $6,675-48.1% | $4,888-29.1% |