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 | $34,670 | $61,660-43.8% | $80,019-56.7% | $64,186-46.0% |
| Participation rate | 80.8% | 71.7%+9.1pp | 75.8%+4.9pp | 69.6%+11.2pp |
| Annual return | -6.58% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,079 | $1,810-40.4% | $2,468-56.3% | $2,381-54.7% |
| Participant deferral / active EE | $1,876 | $2,968-36.8% | $3,686-49.1% | $3,470-45.9% |
| Admin fee / account holder | $3,335 | $5,417-38.4% | $6,521-48.9% | $4,888-31.8% |