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 | $33,111 | $107,791-69.3% | $90,645-63.5% | $135,375-75.5% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | 3.93% | -0.90%+4.8pp | 1.88%+2.0pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,071 | $3,018-64.5% | $2,532-57.7% | $4,779-77.6% |
| Participant deferral / active EE | $1,324 | $3,872-65.8% | $3,425-61.3% | $5,609-76.4% |
| Admin fee / account holder | $26,037 | $5,930+339.1% | $4,994+421.4% | $10,827+140.5% |