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 | $38,360 | $71,883-46.6% | $86,677-55.7% | $68,494-44.0% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -9.42% | 3.52%-12.9pp | 35.91%-45.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $4,184 | $2,173+92.6% | $2,836+47.5% | $2,596+61.1% |
| Participant deferral / active EE | $6,320 | $3,779+67.3% | $4,656+35.8% | $4,027+56.9% |
| Admin fee / account holder | $5,541 | $6,112-9.3% | $7,493-26.1% | $5,403+2.6% |