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 | $34,163 | $71,883-52.5% | $86,677-60.6% | $68,494-50.1% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -14.00% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,994 | $2,173-8.2% | $2,836-29.7% | $2,596-23.2% |
| Participant deferral / active EE | $3,340 | $3,779-11.6% | $4,656-28.3% | $4,027-17.1% |
| Admin fee / account holder | $1,400 | $6,112-77.1% | $7,493-81.3% | $5,403-74.1% |