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 | $32,585 | $42,383-23.1% | $76,523-57.4% | $64,186-49.2% |
| Participation rate | 92.9% | 58.1%+34.7pp | 68.0%+24.9pp | 69.6%+23.3pp |
| Annual return | -4.34% | -16.54%+12.2pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $641 | $1,563-59.0% | $2,647-75.8% | $2,381-73.1% |
| Participant deferral / active EE | $2,928 | $2,566+14.1% | $3,835-23.7% | $3,470-15.6% |
| Admin fee / account holder | $2,412 | $3,198-24.6% | $4,848-50.2% | $4,888-50.6% |