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 | $34,455 | $43,723-21.2% | $121,196-71.6% | $64,186-46.3% |
| Participation rate | 71.4% | 58.3%+13.1pp | 71.7%-0.3pp | 69.6%+1.9pp |
| Annual return | -5.29% | 68.91%-74.2pp | 16.93%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,151 | $1,296-11.2% | $4,022-71.4% | $2,381-51.6% |
| Participant deferral / active EE | $2,511 | $2,280+10.1% | $3,344-24.9% | $3,470-27.6% |
| Admin fee / account holder | $2,571 | $3,501-26.6% | $5,019-48.8% | $4,888-47.4% |