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 | $37,778 | $53,412-29.3% | $68,509-44.9% | $52,331-27.8% |
| Participation rate | 97.0% | 71.7%+25.4pp | 74.7%+22.3pp | 68.1%+28.9pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,438 | $1,607-10.5% | $2,278-36.9% | $1,882-23.6% |
| Participant deferral / active EE | $1,914 | $2,688-28.8% | $3,382-43.4% | $3,022-36.7% |
| Admin fee / account holder | $366 | $461-20.7% | $5,275-93.1% | $592-38.2% |