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 | $36,041 | $72,404-50.2% | $110,238-67.3% | $64,186-43.8% |
| Participation rate | 79.2% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.6pp |
| Annual return | -4.53% | -6.29%+1.8pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $607 | $2,282-73.4% | $3,826-84.1% | $2,381-74.5% |
| Participant deferral / active EE | $1,879 | $3,469-45.8% | $4,672-59.8% | $3,470-45.8% |
| Admin fee / account holder | $1,193 | $5,664-78.9% | $8,547-86.0% | $4,888-75.6% |