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 | $27,325 | $50,958-46.4% | $74,550-63.3% | $64,186-57.4% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -4.66% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $890 | $1,115-20.2% | $1,961-54.6% | $2,381-62.6% |
| Participant deferral / active EE | $2,855 | $2,301+24.1% | $3,108-8.1% | $3,470-17.7% |
| Admin fee / account holder | $7,994 | $4,223+89.3% | $5,060+58.0% | $4,888+63.5% |