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 | $34,935 | $73,867-52.7% | $143,757-75.7% | $68,494-49.0% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -3.12% | 1.01%-4.1pp | -0.04%-3.1pp | -7.84%+4.7pp |
| Employer contribution / active EE | $2,760 | $3,184-13.3% | $4,951-44.3% | $2,596+6.3% |
| Participant deferral / active EE | $1,423 | $3,384-58.0% | $5,637-74.8% | $4,027-64.7% |
| Admin fee / account holder | $4,193 | $5,755-27.1% | $14,673-71.4% | $5,403-22.4% |