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 | $30,057 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -8.13% | 1.01%-9.1pp | -0.04%-8.1pp | -7.84%-0.3pp |
| Employer contribution / active EE | $886 | $3,184-72.2% | $4,951-82.1% | $2,596-65.9% |
| Participant deferral / active EE | $2,866 | $3,384-15.3% | $5,637-49.2% | $4,027-28.8% |
| Admin fee / account holder | $2,906 | $5,755-49.5% | $14,673-80.2% | $5,403-46.2% |