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 | $33,436 | $56,357-40.7% | $104,294-67.9% | $68,494-51.2% |
| Participation rate | 88.2% | 63.3%+25.0pp | 73.3%+15.0pp | 67.9%+20.3pp |
| Annual return | -18.55% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,566 | $1,960-20.1% | $3,372-53.6% | $2,596-39.7% |
| Participant deferral / active EE | $2,972 | $3,077-3.4% | $4,625-35.7% | $4,027-26.2% |
| Admin fee / account holder | $608 | $4,903-87.6% | $7,339-91.7% | $5,403-88.7% |