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 | $28,762 | $61,660-53.4% | $80,019-64.1% | $64,186-55.2% |
| Participation rate | 73.6% | 71.7%+1.9pp | 75.8%-2.2pp | 69.6%+4.0pp |
| Annual return | -5.13% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,200 | $1,810-33.7% | $2,468-51.4% | $2,381-49.6% |
| Participant deferral / active EE | $1,780 | $2,968-40.0% | $3,686-51.7% | $3,470-48.7% |
| Admin fee / account holder | $2,115 | $5,417-61.0% | $6,521-67.6% | $4,888-56.7% |