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 | $35,064 | $77,813-54.9% | $123,544-71.6% | $64,186-45.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.72% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,465 | $3,014-18.2% | $4,628-46.7% | $2,381+3.5% |
| Participant deferral / active EE | $5,433 | $5,240+3.7% | $6,426-15.4% | $3,470+56.6% |
| Admin fee / account holder | $410 | $5,519-92.6% | $9,284-95.6% | $4,888-91.6% |