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 | $34,364 | $127,386-73.0% | $115,037-70.1% | $125,391-72.6% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -1.85% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,577 | $5,166-50.1% | $4,608-44.1% | $4,866-47.0% |
| Participant deferral / active EE | $4,465 | $6,423-30.5% | $6,026-25.9% | $5,352-16.6% |
| Admin fee / account holder | $3,649 | $9,516-61.7% | $8,175-55.4% | $9,540-61.7% |