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 | $32,459 | $61,660-47.4% | $80,019-59.4% | $64,186-49.4% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.8%-3.6pp | 69.6%+2.7pp |
| Annual return | -6.37% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,501 | $1,810-17.1% | $2,468-39.2% | $2,381-36.9% |
| Participant deferral / active EE | $2,608 | $2,968-12.1% | $3,686-29.2% | $3,470-24.8% |
| Admin fee / account holder | $537 | $5,417-90.1% | $6,521-91.8% | $4,888-89.0% |