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 | $29,740 | $61,660-51.8% | $80,019-62.8% | $64,186-53.7% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.6%+18.7pp |
| Annual return | -5.75% | -0.33%-5.4pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $525 | $1,810-71.0% | $2,468-78.7% | $2,381-77.9% |
| Participant deferral / active EE | $4,241 | $2,968+42.9% | $3,686+15.1% | $3,470+22.2% |
| Admin fee / account holder | $7,697 | $5,417+42.1% | $6,521+18.0% | $4,888+57.5% |