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 | $34,622 | $43,723-20.8% | $121,196-71.4% | $64,186-46.1% |
| Participation rate | 88.5% | 58.3%+30.1pp | 71.7%+16.7pp | 69.6%+18.9pp |
| Annual return | -5.55% | 68.91%-74.5pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,018 | $1,296-21.5% | $4,022-74.7% | $2,381-57.3% |
| Participant deferral / active EE | $2,754 | $2,280+20.8% | $3,344-17.6% | $3,470-20.6% |
| Admin fee / account holder | $1,285 | $3,501-63.3% | $5,019-74.4% | $4,888-73.7% |