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 | $32,208 | $131,829-75.6% | $108,579-70.3% | $273,961-88.2% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,471 | $4,912-9.0% | $3,758+19.0% | $4,869-8.2% |
| Participant deferral / active EE | $2,346 | $5,127-54.2% | $4,311-45.6% | $5,287-55.6% |
| Admin fee / account holder | $1,216 | $10,252-88.1% | $7,645-84.1% | $10,132-88.0% |