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 | $28,783 | $71,883-60.0% | $86,677-66.8% | $68,494-58.0% |
| Participation rate | 79.2% | 72.2%+7.0pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -13.82% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,536 | $2,173-29.3% | $2,836-45.8% | $2,596-40.8% |
| Participant deferral / active EE | $4,031 | $3,779+6.7% | $4,656-13.4% | $4,027+0.1% |
| Admin fee / account holder | $978 | $6,112-84.0% | $7,493-87.0% | $5,403-81.9% |