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 | $30,089 | $59,805-49.7% | $79,550-62.2% | $68,494-56.1% |
| Participation rate | 86.7% | 61.1%+25.6pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -16.59% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,546 | $1,505+135.6% | $2,413+46.9% | $2,596+36.6% |
| Participant deferral / active EE | $4,595 | $3,024+51.9% | $3,985+15.3% | $4,027+14.1% |
| Admin fee / account holder | $9,186 | $4,835+90.0% | $6,832+34.4% | $5,403+70.0% |