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 | $27,688 | $45,863-39.6% | $77,024-64.1% | $68,494-59.6% |
| Participation rate | 93.8% | 55.9%+37.8pp | 67.9%+25.8pp | 67.9%+25.9pp |
| Annual return | -17.18% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,137 | $1,650-31.1% | $2,812-59.6% | $2,596-56.2% |
| Participant deferral / active EE | $1,994 | $2,962-32.7% | $4,426-55.0% | $4,027-50.5% |
| Admin fee / account holder | $1,486 | $3,041-51.1% | $5,425-72.6% | $5,403-72.5% |