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 | $37,976 | $71,883-47.2% | $86,677-56.2% | $68,494-44.6% |
| Participation rate | 95.1% | 72.2%+22.8pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -15.31% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,293 | $2,173-40.5% | $2,836-54.4% | $2,596-50.2% |
| Participant deferral / active EE | $3,430 | $3,779-9.2% | $4,656-26.3% | $4,027-14.8% |
| Admin fee / account holder | $1,592 | $6,112-74.0% | $7,493-78.8% | $5,403-70.5% |