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 | $37,745 | $71,883-47.5% | $86,677-56.5% | $68,494-44.9% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -16.97% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,124 | $2,173-2.2% | $2,836-25.1% | $2,596-18.2% |
| Participant deferral / active EE | $3,890 | $3,779+2.9% | $4,656-16.5% | $4,027-3.4% |
| Admin fee / account holder | $6,901 | $6,112+12.9% | $7,493-7.9% | $5,403+27.7% |