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 | $36,710 | $110,094-66.7% | $151,611-75.8% | $68,494-46.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -11.51% | -10.12%-1.4pp | 3.33%-14.8pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,099 | $4,471-53.1% | $6,166-66.0% | $2,596-19.2% |
| Participant deferral / active EE | $8,915 | $6,527+36.6% | $8,363+6.6% | $4,027+121.4% |
| Admin fee / account holder | $1,692 | $7,719-78.1% | $11,616-85.4% | $5,403-68.7% |