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 | $25,619 | $57,354-55.3% | $83,848-69.4% | $64,186-60.1% |
| Participation rate | 84.8% | 68.6%+16.2pp | 76.1%+8.7pp | 69.6%+15.3pp |
| Annual return | -4.51% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $621 | $2,545-75.6% | $3,631-82.9% | $2,381-73.9% |
| Participant deferral / active EE | $2,442 | $2,993-18.4% | $4,082-40.2% | $3,470-29.6% |
| Admin fee / account holder | $2,490 | $4,046-38.5% | $5,478-54.6% | $4,888-49.1% |