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 | $36,128 | $56,484-36.0% | $169,463-78.7% | $64,186-43.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.69% | -1.55%-0.1pp | 1.83%-3.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,317 | $1,832-28.1% | $4,159-68.3% | $2,381-44.7% |
| Participant deferral / active EE | $3,992 | $3,448+15.8% | $5,277-24.3% | $3,470+15.1% |
| Admin fee / account holder | $3,204 | $4,174-23.2% | $9,109-64.8% | $4,888-34.5% |