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 | $38,508 | $56,484-31.8% | $169,463-77.3% | $64,186-40.0% |
| Participation rate | 86.8% | 64.5%+22.3pp | 77.8%+9.1pp | 69.6%+17.3pp |
| Annual return | -6.28% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,375 | $1,832-24.9% | $4,159-66.9% | $2,381-42.2% |
| Participant deferral / active EE | $2,752 | $3,448-20.2% | $5,277-47.8% | $3,470-20.7% |
| Admin fee / account holder | $616 | $4,174-85.2% | $9,109-93.2% | $4,888-87.4% |