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 | $31,948 | $62,586-49.0% | $76,768-58.4% | $64,186-50.2% |
| Participation rate | 93.0% | 72.8%+20.2pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | -5.93% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $916 | $1,832-50.0% | $2,485-63.1% | $2,381-61.5% |
| Participant deferral / active EE | $2,899 | $3,145-7.8% | $3,852-24.7% | $3,470-16.4% |
| Admin fee / account holder | $1,108 | $4,667-76.2% | $6,675-83.4% | $4,888-77.3% |