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 | $28,903 | $67,411-57.1% | $91,001-68.2% | $70,131-58.8% |
| Participation rate | 78.9% | 71.4%+7.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 14.23% | -40.16%+54.4pp | 4.60%+9.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $430 | $1,786-75.9% | $2,456-82.5% | $2,342-81.7% |
| Participant deferral / active EE | $3,573 | $2,823+26.6% | $3,547+0.7% | $3,332+7.2% |
| Admin fee / account holder | $1,945 | $4,236-54.1% | $5,417-64.1% | $4,645-58.1% |