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 9-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 | $35,014 | $58,577-40.2% | $83,333-58.0% | $64,186-45.4% |
| Participation rate | 82.9% | 72.0%+10.8pp | 77.8%+5.1pp | 69.6%+13.3pp |
| Annual return | -6.34% | 9.65%-16.0pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,337 | $2,098-36.3% | $3,379-60.4% | $2,381-43.8% |
| Participant deferral / active EE | $3,491 | $4,654-25.0% | $5,565-37.3% | $3,470+0.6% |
| Admin fee / account holder | $3,210 | $9,275-65.4% | $7,510-57.3% | $4,888-34.3% |