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 | $31,446 | $62,586-49.8% | $76,768-59.0% | $64,186-51.0% |
| Participation rate | 77.6% | 72.8%+4.8pp | 77.0%+0.6pp | 69.6%+8.0pp |
| Annual return | -7.12% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,316 | $1,832-28.2% | $2,485-47.1% | $2,381-44.7% |
| Participant deferral / active EE | $1,999 | $3,145-36.4% | $3,852-48.1% | $3,470-42.4% |
| Admin fee / account holder | $1,955 | $4,667-58.1% | $6,675-70.7% | $4,888-60.0% |