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 | $39,202 | $61,660-36.4% | $80,019-51.0% | $64,186-38.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.15% | -0.33%-3.8pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,648 | $1,810-9.0% | $2,468-33.2% | $2,381-30.8% |
| Participant deferral / active EE | $1,571 | $2,968-47.1% | $3,686-57.4% | $3,470-54.7% |
| Admin fee / account holder | $1,079 | $5,417-80.1% | $6,521-83.4% | $4,888-77.9% |