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 | $30,712 | $211,958-85.5% | $169,463-81.9% | $135,375-77.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.45% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,352 | $5,120-73.6% | $4,159-67.5% | $4,779-71.7% |
| Participant deferral / active EE | $2,356 | $6,075-61.2% | $5,277-55.4% | $5,609-58.0% |
| Admin fee / account holder | $1,456 | $11,471-87.3% | $9,109-84.0% | $10,827-86.5% |