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 | $30,962 | $56,484-45.2% | $169,463-81.7% | $64,186-51.8% |
| Participation rate | 92.5% | 64.5%+28.0pp | 77.8%+14.8pp | 69.6%+23.0pp |
| Annual return | -4.80% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,952 | $1,832+61.1% | $4,159-29.0% | $2,381+24.0% |
| Participant deferral / active EE | $3,442 | $3,448-0.2% | $5,277-34.8% | $3,470-0.8% |
| Admin fee / account holder | $689 | $4,174-83.5% | $9,109-92.4% | $4,888-85.9% |