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 | $35,403 | $57,354-38.3% | $83,848-57.8% | $64,186-44.8% |
| Participation rate | 74.2% | 68.6%+5.6pp | 76.1%-2.0pp | 69.6%+4.6pp |
| Annual return | -6.50% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,791 | $2,545-29.6% | $3,631-50.7% | $2,381-24.8% |
| Participant deferral / active EE | $3,161 | $2,993+5.6% | $4,082-22.6% | $3,470-8.9% |
| Admin fee / account holder | $558 | $4,046-86.2% | $5,478-89.8% | $4,888-88.6% |