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 | $35,544 | $71,883-50.6% | $86,677-59.0% | $68,494-48.1% |
| Participation rate | 91.6% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -14.03% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,604 | $2,173-26.2% | $2,836-43.5% | $2,596-38.2% |
| Participant deferral / active EE | $2,718 | $3,779-28.1% | $4,656-41.6% | $4,027-32.5% |
| Admin fee / account holder | $2,569 | $6,112-58.0% | $7,493-65.7% | $5,403-52.5% |