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 | $35,697 | $87,540-59.2% | $75,781-52.9% | $125,391-71.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.80% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $677 | $3,930-82.8% | $3,323-79.6% | $4,866-86.1% |
| Participant deferral / active EE | $2,824 | $4,229-33.2% | $3,651-22.6% | $5,352-47.2% |
| Admin fee / account holder | $819 | $6,502-87.4% | $5,299-84.6% | $9,540-91.4% |