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 | $40,133 | $61,660-34.9% | $80,019-49.8% | $64,186-37.5% |
| Participation rate | 72.8% | 71.7%+1.1pp | 75.8%-3.0pp | 69.6%+3.3pp |
| Annual return | -2.31% | -0.33%-2.0pp | 11.22%-13.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $701 | $1,810-61.3% | $2,468-71.6% | $2,381-70.6% |
| Participant deferral / active EE | $2,097 | $2,968-29.4% | $3,686-43.1% | $3,470-39.6% |
| Admin fee / account holder | $2,161 | $5,417-60.1% | $6,521-66.9% | $4,888-55.8% |