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 | $28,855 | $42,383-31.9% | $76,523-62.3% | $64,186-55.0% |
| Participation rate | 75.9% | 58.1%+17.7pp | 68.0%+7.9pp | 69.6%+6.3pp |
| Annual return | -6.67% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $306 | $1,563-80.4% | $2,647-88.4% | $2,381-87.1% |
| Participant deferral / active EE | $2,043 | $2,566-20.4% | $3,835-46.7% | $3,470-41.1% |
| Admin fee / account holder | $7,046 | $3,198+120.3% | $4,848+45.3% | $4,888+44.2% |