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 | $23,545 | $52,681-55.3% | $75,781-68.9% | $59,632-60.5% |
| Participation rate | 74.1% | 67.2%+6.8pp | 75.8%-1.7pp | 68.7%+5.4pp |
| Annual return | -0.22% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,086 | $2,193-50.5% | $3,323-67.3% | $2,203-50.7% |
| Participant deferral / active EE | $1,321 | $2,591-49.0% | $3,651-63.8% | $3,192-58.6% |
| Admin fee / account holder | $6,851 | $3,610+89.8% | $5,299+29.3% | $4,297+59.4% |