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 | $32,693 | $53,162-38.5% | $91,220-64.2% | $68,494-52.3% |
| Participation rate | 96.2% | 63.2%+32.9pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | -9.81% | -3.14%-6.7pp | 114.01%-123.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,497 | $1,709-12.4% | $2,850-47.5% | $2,596-42.3% |
| Participant deferral / active EE | $3,393 | $2,974+14.1% | $4,234-19.9% | $4,027-15.7% |
| Admin fee / account holder | $784 | $4,493-82.6% | $5,420-85.5% | $5,403-85.5% |