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 | $34,040 | $43,723-22.1% | $121,196-71.9% | $64,186-47.0% |
| Participation rate | 87.7% | 58.3%+29.4pp | 71.7%+16.0pp | 69.6%+18.2pp |
| Annual return | -6.78% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,586 | $1,296+99.5% | $4,022-35.7% | $2,381+8.6% |
| Participant deferral / active EE | $3,927 | $2,280+72.3% | $3,344+17.4% | $3,470+13.2% |
| Admin fee / account holder | $3,002 | $3,501-14.3% | $5,019-40.2% | $4,888-38.6% |