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 | $29,443 | $62,586-53.0% | $76,768-61.6% | $64,186-54.1% |
| Participation rate | 88.5% | 72.8%+15.6pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -3.68% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,397 | $1,832+85.4% | $2,485+36.7% | $2,381+42.7% |
| Participant deferral / active EE | $4,756 | $3,145+51.2% | $3,852+23.5% | $3,470+37.1% |
| Admin fee / account holder | $2,001 | $4,667-57.1% | $6,675-70.0% | $4,888-59.1% |