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 | $42,572 | $57,354-25.8% | $83,848-49.2% | $64,186-33.7% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -7.34% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,604 | $2,545-37.0% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $3,304 | $2,993+10.4% | $4,082-19.1% | $3,470-4.8% |
| Admin fee / account holder | $1,536 | $4,046-62.0% | $5,478-72.0% | $4,888-68.6% |