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 | $33,298 | $100,754-67.0% | $86,677-61.6% | $134,475-75.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -9.73% | 29.04%-38.8pp | 35.91%-45.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,091 | $3,489-40.1% | $2,836-26.3% | $4,740-55.9% |
| Participant deferral / active EE | $4,787 | $5,338-10.3% | $4,656+2.8% | $6,400-25.2% |
| Admin fee / account holder | $18,540 | $10,926+69.7% | $7,493+147.4% | $11,426+62.3% |