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 | $37,653 | $73,867-49.0% | $143,757-73.8% | $68,494-45.0% |
| Participation rate | 87.2% | 66.7%+20.5pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -10.19% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,001 | $3,184-5.7% | $4,951-39.4% | $2,596+15.6% |
| Participant deferral / active EE | $5,548 | $3,384+63.9% | $5,637-1.6% | $4,027+37.8% |
| Admin fee / account holder | $7,424 | $5,755+29.0% | $14,673-49.4% | $5,403+37.4% |