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 | $39,606 | $57,354-30.9% | $83,848-52.8% | $64,186-38.3% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,082 | $2,545-57.5% | $3,631-70.2% | $2,381-54.5% |
| Participant deferral / active EE | $2,564 | $2,993-14.3% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $3,524 | $4,046-12.9% | $5,478-35.7% | $4,888-27.9% |