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 9-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 | $36,600 | $53,162-31.2% | $91,220-59.9% | $68,494-46.6% |
| Participation rate | 76.7% | 63.2%+13.5pp | 73.2%+3.5pp | 67.9%+8.9pp |
| Annual return | -13.24% | -3.14%-10.1pp | 114.01%-127.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,180 | $1,709+27.5% | $2,850-23.5% | $2,596-16.0% |
| Participant deferral / active EE | $4,895 | $2,974+64.6% | $4,234+15.6% | $4,027+21.6% |
| Admin fee / account holder | $2,605 | $4,493-42.0% | $5,420-51.9% | $5,403-51.8% |