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 | $23,761 | $49,280-51.8% | $67,313-64.7% | $64,186-63.0% |
| Participation rate | 77.0% | 60.8%+16.3pp | 69.1%+8.0pp | 69.6%+7.5pp |
| Annual return | 10.96% | -1.39%+12.3pp | -4.08%+15.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $793 | $1,668-52.5% | $2,566-69.1% | $2,381-66.7% |
| Participant deferral / active EE | $1,985 | $2,484-20.1% | $3,568-44.4% | $3,470-42.8% |
| Admin fee / account holder | $6,800 | $3,863+76.1% | $4,507+50.9% | $4,888+39.1% |