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 | $32,876 | $77,813-57.8% | $123,544-73.4% | $64,186-48.8% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -2.05% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $3,731 | $3,014+23.8% | $4,628-19.4% | $2,381+56.7% |
| Participant deferral / active EE | $8,594 | $5,240+64.0% | $6,426+33.8% | $3,470+147.7% |
| Admin fee / account holder | $14,530 | $5,519+163.3% | $9,284+56.5% | $4,888+197.2% |