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 | $34,142 | $50,958-33.0% | $74,550-54.2% | $64,186-46.8% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.1%+3.8pp | 69.6%+3.4pp |
| Annual return | -4.79% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $898 | $1,115-19.5% | $1,961-54.2% | $2,381-62.3% |
| Participant deferral / active EE | $2,699 | $2,301+17.3% | $3,108-13.2% | $3,470-22.2% |
| Admin fee / account holder | $1,571 | $4,223-62.8% | $5,060-69.0% | $4,888-67.9% |