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 | $31,533 | $50,958-38.1% | $74,550-57.7% | $64,186-50.9% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.1%+27.2pp | 69.6%+26.7pp |
| Annual return | -5.01% | -1.86%-3.2pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $416 | $1,115-62.7% | $1,961-78.8% | $2,381-82.5% |
| Participant deferral / active EE | $1,448 | $2,301-37.1% | $3,108-53.4% | $3,470-58.3% |
| Admin fee / account holder | $1,596 | $4,223-62.2% | $5,060-68.5% | $4,888-67.4% |