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 | $23,329 | $56,484-58.7% | $169,463-86.2% | $64,186-63.7% |
| Participation rate | 76.1% | 64.5%+11.5pp | 77.8%-1.7pp | 69.6%+6.5pp |
| Annual return | -6.25% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $621 | $1,832-66.1% | $4,159-85.1% | $2,381-73.9% |
| Participant deferral / active EE | $1,722 | $3,448-50.0% | $5,277-67.4% | $3,470-50.4% |
| Admin fee / account holder | $1,568 | $4,174-62.4% | $9,109-82.8% | $4,888-67.9% |