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 | $34,015 | $52,836-35.6% | $105,738-67.8% | $64,186-47.0% |
| Participation rate | 98.4% | 66.5%+31.9pp | 76.3%+22.1pp | 69.6%+28.9pp |
| Annual return | -4.57% | 14.30%-18.9pp | 6.27%-10.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $608 | $1,827-66.7% | $3,268-81.4% | $2,381-74.4% |
| Participant deferral / active EE | $2,853 | $2,545+12.1% | $4,080-30.1% | $3,470-17.8% |
| Admin fee / account holder | $4,713 | $3,959+19.1% | $6,913-31.8% | $4,888-3.6% |