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 | $30,520 | $71,883-57.5% | $86,677-64.8% | $68,494-55.4% |
| Participation rate | 82.2% | 72.2%+10.0pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -16.31% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $600 | $2,173-72.4% | $2,836-78.8% | $2,596-76.9% |
| Participant deferral / active EE | $2,038 | $3,779-46.1% | $4,656-56.2% | $4,027-49.4% |
| Admin fee / account holder | $3,735 | $6,112-38.9% | $7,493-50.2% | $5,403-30.9% |