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 | $32,341 | $45,863-29.5% | $77,024-58.0% | $68,494-52.8% |
| Participation rate | 88.6% | 55.9%+32.7pp | 67.9%+20.7pp | 67.9%+20.7pp |
| Annual return | -15.25% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,640 | $1,650-0.6% | $2,812-41.7% | $2,596-36.8% |
| Participant deferral / active EE | $8,188 | $2,962+176.4% | $4,426+85.0% | $4,027+103.3% |
| Admin fee / account holder | $797 | $3,041-73.8% | $5,425-85.3% | $5,403-85.2% |