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 | $27,245 | $62,586-56.5% | $76,768-64.5% | $64,186-57.6% |
| Participation rate | 98.4% | 72.8%+25.6pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -6.22% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,742 | $1,832-4.9% | $2,485-29.9% | $2,381-26.8% |
| Participant deferral / active EE | $2,705 | $3,145-14.0% | $3,852-29.8% | $3,470-22.0% |
| Admin fee / account holder | $910 | $4,667-80.5% | $6,675-86.4% | $4,888-81.4% |