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 | $28,037 | $100,754-72.2% | $86,677-67.7% | $134,475-79.2% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -16.20% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,152 | $3,489-9.7% | $2,836+11.1% | $4,740-33.5% |
| Participant deferral / active EE | $5,691 | $5,338+6.6% | $4,656+22.2% | $6,400-11.1% |
| Admin fee / account holder | $2,303 | $10,926-78.9% | $7,493-69.3% | $11,426-79.8% |