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 | $34,690 | $167,484-79.3% | $151,611-77.1% | $134,475-74.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.24% | 7.80%-19.0pp | 3.33%-14.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,424 | $6,829-64.5% | $6,166-60.7% | $4,740-48.9% |
| Participant deferral / active EE | $8,233 | $8,986-8.4% | $8,363-1.6% | $6,400+28.6% |
| Admin fee / account holder | $1,947 | $13,783-85.9% | $11,616-83.2% | $11,426-83.0% |