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 | $35,561 | $32,037+11.0% | $69,182-48.6% | $62,891-43.5% |
| Participation rate | 73.7% | 43.4%+30.3pp | 55.1%+18.6pp | 69.3%+4.4pp |
| Annual return | 5.06% | 15.16%-10.1pp | -21.93%+27.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $458 | $679-32.5% | $1,206-62.0% | $2,281-79.9% |
| Participant deferral / active EE | $2,340 | $1,185+97.4% | $1,897+23.4% | $3,203-26.9% |
| Admin fee / account holder | $11,829 | $2,608+353.5% | $2,697+338.6% | $4,296+175.4% |