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 | $25,771 | $56,357-54.3% | $104,294-75.3% | $68,494-62.4% |
| Participation rate | 97.1% | 63.3%+33.9pp | 73.3%+23.9pp | 67.9%+29.3pp |
| Annual return | -17.78% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,417 | $1,960+23.3% | $3,372-28.3% | $2,596-6.9% |
| Participant deferral / active EE | $3,635 | $3,077+18.1% | $4,625-21.4% | $4,027-9.7% |
| Admin fee / account holder | $5,782 | $4,903+17.9% | $7,339-21.2% | $5,403+7.0% |