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 | $34,226 | $59,805-42.8% | $79,550-57.0% | $68,494-50.0% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -13.82% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,802 | $1,505+19.7% | $2,413-25.3% | $2,596-30.6% |
| Participant deferral / active EE | $3,982 | $3,024+31.7% | $3,985-0.1% | $4,027-1.1% |
| Admin fee / account holder | $1,766 | $4,835-63.5% | $6,832-74.2% | $5,403-67.3% |