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 | $23,247 | $77,813-70.1% | $123,544-81.2% | $64,186-63.8% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+4.0pp |
| Annual return | 0.37% | 12.48%-12.1pp | 119.20%-118.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $2,848 | $3,014-5.5% | $4,628-38.5% | $2,381+19.6% |
| Participant deferral / active EE | $3,639 | $5,240-30.6% | $6,426-43.4% | $3,470+4.9% |
| Admin fee / account holder | $3,591 | $5,519-34.9% | $9,284-61.3% | $4,888-26.5% |