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 | $30,528 | $77,813-60.8% | $123,544-75.3% | $64,186-52.4% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -7.92% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $981 | $3,014-67.5% | $4,628-78.8% | $2,381-58.8% |
| Participant deferral / active EE | $3,903 | $5,240-25.5% | $6,426-39.3% | $3,470+12.5% |
| Admin fee / account holder | $2,560 | $5,519-53.6% | $9,284-72.4% | $4,888-47.6% |